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| Provider | Service type | Compensation |
|---|---|---|
ACE TELEPHONE ASSOCIATION7+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $9,975 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,283 | $73,638+226.3% | $108,405+121.7% | $79,389+202.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 13.46% | 33.27%-19.8pp | 905.55%-892.1pp | 116.89%-103.4pp |
| Employer contribution / active EE | $7,265 | $2,397+203.1% | $3,559+104.1% | $2,428+199.2% |
| Participant deferral / active EE | $7,895 | $6,218+27.0% | $6,563+20.3% | $4,046+95.1% |
| Admin fee / account holder | $64 | $638-90.0% | $7,297-99.1% | $626-89.8% |