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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Service code 15 · EIN 04-3760707 | Recordkeeping | $8,035 |
BCC ADVISORS2+ years Filed as: BCC ADVISERS Service code 34 1707 HIGH STREET · DES MOINES, IA 50309 | Valuation (appraisals, etc.) | $7,943 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-1530399 | Accounting | $7,350 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,603 | $65,557+151.1% | $105,736+55.7% | $56,289+192.4% |
| Participation rate | 94.6% | 63.4%+31.2pp | 76.3%+18.2pp | 69.9%+24.7pp |
| Annual return | 5.47% | -1.32%+6.8pp | 6.27%-0.8pp | -9.96%+15.4pp |
| Employer contribution / active EE | $6,589 | $1,788+268.5% | $3,268+101.6% | $2,111+212.1% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $174 | $561-69.1% | $6,913-97.5% | $521-66.7% |