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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $69,008 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT Service code 16 · EIN 36-1453176 | Consulting | $42,732 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATAGIES Service code 16 · EIN 26-4789150 | Consulting | $40,000 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $26,830 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,157 | $71,957-6.7% | $67,652-0.7% | $59,188+13.5% |
| Participation rate | 90.8% | 82.7%+8.1pp | 75.7%+15.1pp | 69.4%+21.3pp |
| Annual return | 0.47% | 8.53%-8.1pp | 6625.40%-6624.9pp | 5.51%-5.0pp |
| Employer contribution / active EE | $2,994 | $2,432+23.1% | $2,266+32.2% | $2,098+42.7% |
| Participant deferral / active EE | $3,825 | $4,211-9.2% | $3,560+7.4% | $3,265+17.2% |
| Admin fee / account holder | $47 | $64-26.3% | $4,821-99.0% | $92-48.7% |