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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $10,216 |
CROWE LLP6 years Service code 15 · EIN 35-0921680 | Recordkeeping | $8,617 |
CK FINANCIAL LLC2 years Filed as: RP FINANCIAL, L.C. Service code 34 1311-A DOLLEY MADISON BOULEVARD · MCLEAN, VA 22101 | Direct payment from the plan; Valuati... | $7,799 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $7,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,427 | $102,661+27.0% | $151,645-14.0% | $66,949+94.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -7.12% | -10.81%+3.7pp | 3.34%-10.5pp | 1.57%-8.7pp |
| Employer contribution / active EE | $3,440 | $4,184-17.8% | $6,165-44.2% | $2,545+35.1% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $277 | $630-56.0% | $11,614-97.6% | $594-53.3% |