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| Provider | Service type | Compensation |
|---|---|---|
HCL AMERICA1 year Service code 27 330 POTERO AVE · SUNNYVALE, CA 94085 | Advisory (Plan) | $58,777 |
HUNTINGTON NATIONAL BANK2+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $45,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,623 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $33,490 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASH,SMOAK & STEWA Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $7,816 |
GUIDESPARK2+ years Filed as: GUIDESPARK INC Service code 16 PO BOX 8365 · PASADENA, CA 91109 | Consulting | $7,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,314 | $80,211+15.1% | $74,184+24.4% | $63,975+44.3% |
| Participation rate | 98.6% | 84.2%+14.5pp | 76.6%+22.0pp | 71.1%+27.5pp |
| Annual return | 11.03% | 14.13%-3.1pp | 17.74%-6.7pp | 48.65%-37.6pp |
| Employer contribution / active EE | $5,121 | $2,553+100.5% | $2,370+116.0% | $2,182+134.7% |
| Participant deferral / active EE | $9,511 | $4,370+117.6% | $3,550+167.9% | $3,356+183.4% |
| Admin fee / account holder | $41 | $67-38.7% | $5,586-99.3% | $70-41.5% |