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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3331424 DBA MORETON · TAMPA, FL 336075907 | Advisory (Plan) | $12,500 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 17 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Pension Consulting | $11,849 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 · EIN 39-0859910 PO BOX 8010 111 SCOTT STREET · WAUSAU, WI 544028010 | Accounting | $7,900 |
Filed as: REGAL INVESTMENTS ADVISORS LLC Service code 27 · EIN 22-3844414 2687 44TH STREET SE · KENTWOOD, MI 49512 | Advisory (Plan) | $6,181 |
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 | $103,496 | $70,083+47.7% | $59,887+72.8% | $55,725+85.7% |
| Participation rate | 97.7% | 78.4%+19.3pp | 74.7%+23.0pp | 70.9%+26.8pp |
| Annual return | 9.01% | 3.13%+5.9pp | 3.46%+5.5pp | 244.93%-235.9pp |
| Employer contribution / active EE | $2,158 | $2,878-25.0% | $2,722-20.7% | $2,078+3.8% |
| Participant deferral / active EE | $2,815 | $3,079-8.6% | $3,402-17.3% | $3,356-16.1% |
| Admin fee / account holder | $79 | $70+12.9% | $3,591-97.8% | $115-31.1% |