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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.4+ years Filed as: PLAN SPONSOR ADVISORS, LLC Service code 27 · EIN 20-1079566 | Advisory (Plan) | $47,633 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,068 |
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 | $65,906 | $65,118+1.2% | $76,766-14.1% | $55,725+18.3% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.0%+16.3pp | 70.9%+22.4pp |
| Annual return | -4.62% | -1.27%-3.4pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,858 | $1,941-4.3% | $2,485-25.2% | $2,078-10.6% |
| Participant deferral / active EE | $3,836 | $3,688+4.0% | $3,851-0.4% | $3,356+14.3% |
| Admin fee / account holder | $214 | $116+84.4% | $6,675-96.8% | $115+85.5% |