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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE7+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 | Recordkeeping | $311,296 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 | Trustee (individual) | $131,349 |
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCES INC Service code 13 · EIN 76-0560949 | Contract Administrator | $115,745 |
HARPER & PEARSON COMPANY, P.C.7+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 | Accounting | $71,250 |
CONNER & WINTERS7+ years Service code 29 · EIN 73-1388566 | Legal | $70,184 |
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 | $12,933 | $70,048-81.5% | $112,258-88.5% | $78,044-83.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.4%+25.6pp |
| Annual return | 5.21% | -10.85%+16.1pp | 27.47%-22.3pp | 10.87%-5.7pp |
| Employer contribution / active EE | $1,324 | $4,000-66.9% | $3,636-63.6% | $3,125-57.6% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $88 | $127-30.9% | $6,411-98.6% | $79+11.0% |