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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE5+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 | Recordkeeping | $271,240 |
HARPER & PEARSON COMPANY, P.C.5+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 | Accounting | $120,400 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 | Trustee (individual) | $91,460 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES INC Service code 13 · EIN 76-0560949 | Contract Administrator | $79,885 |
CONNER & WINTERS5+ years Service code 29 · EIN 73-1388566 | Legal | $33,942 |
AMERIBEN4 years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $16,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,858 | $73,497-87.9% | $101,271-91.3% | $93,223-90.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | -5.40% | 11.66%-17.1pp | 46.48%-51.9pp | 19.29%-24.7pp |
| Employer contribution / active EE | $1,707 | $3,600-52.6% | $3,660-53.4% | $2,680-36.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,371-100.0% | $4,563-100.0% |
| Admin fee / account holder | $78 | $121-35.6% | $5,948-98.7% | $79-1.6% |