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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP1 year Filed as: J.H. COHN LLP Service code 10 · EIN 22-1478099 | Accounting | $12,075 |
INV PERFORMANCE SERVICE1 year Filed as: INV & RESEARCH ADVISORY GRP LLC Service code 27 · EIN 58-1989031 | Advisory (Plan) | $7,500 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,049 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,401 | $83,090-8.1% | $130,062-41.3% | $71,529+6.8% |
| Participation rate | 93.5% | 74.1%+19.4pp | 78.5%+15.0pp | 67.9%+25.5pp |
| Annual return | 18.45% | 20.61%-2.2pp | -137.37%+155.8pp | 28.97%-10.5pp |
| Employer contribution / active EE | $3,458 | $2,624+31.8% | $4,322-20.0% | $2,590+33.5% |
| Participant deferral / active EE | $5,487 | $4,436+23.7% | $5,821-5.7% | $4,291+27.9% |
| Admin fee / account holder | $78 | $1,727-95.5% | $10,601-99.3% | $1,588-95.1% |