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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 12 · EIN 04-2647786 | Participant communication; Direct pay... | $191,994 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,243 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $26,000 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $19,807 |
BAKER TILLY US, LLP2 years Filed as: BAKER & HOSTELTER Service code 16 · EIN 34-0082025 | Consulting | $6,837 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,242 | $59,312+33.6% | $149,740-47.1% | $103,657-23.6% |
| Participation rate | 89.3% | 70.3%+19.0pp | 78.8%+10.5pp | 73.4%+15.9pp |
| Annual return | 18.19% | 78.03%-59.8pp | 134.51%-116.3pp | 33.13%-14.9pp |
| Employer contribution / active EE | $1,149 | $2,187-47.5% | $4,821-76.2% | $3,216-64.3% |
| Participant deferral / active EE | $1,971 | $3,719-47.0% | $5,683-65.3% | $5,218-62.2% |
| Admin fee / account holder | $51 | $103-50.4% | $13,222-99.6% | $114-55.3% |