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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP11+ years Service code 13 · EIN 37-1331544 | Contract Administrator | $75,106 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $33,614 |
JOHNSON & KROL, LLC7 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $29,701 |
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $8,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,536 | $106,351-62.8% | $105,223-62.4% | $103,975-62.0% |
| Participation rate | 79.1% | 80.0%-0.9pp | 75.0%+4.0pp | 72.5%+6.6pp |
| Annual return | 17.39% | 11.69%+5.7pp | 180.65%-163.3pp | 19.41%-2.0pp |
| Employer contribution / active EE | $3,997 | $5,336-25.1% | $3,689+8.4% | $3,722+7.4% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $148 | $316-53.1% | $8,859-98.3% | $332-55.4% |