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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.3+ years Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 · EIN 20-1079566 | Advisory (Plan) | $41,252 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $10,735 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,302 | $69,305+5.8% | $82,312-10.9% | $69,631+5.3% |
| Participation rate | 91.3% | 80.3%+11.1pp | 76.9%+14.4pp | 70.7%+20.7pp |
| Annual return | 15.78% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,631 | $1,887-13.5% | $2,428-32.8% | $2,032-19.7% |
| Participant deferral / active EE | $3,486 | $3,568-2.3% | $3,706-6.0% | $3,224+8.1% |
| Admin fee / account holder | $194 | $97+99.4% | $5,608-96.5% | $110+75.4% |