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| Provider | Service type | Compensation |
|---|---|---|
THE MUTUAL FUND STORE1+ years Filed as: THE MUTUAL FUND STORE-KC Service code 27 · EIN 48-1088655 | Advisory (Plan) | $55,304 |
NOVAK BIRKS, P.C.1+ years Filed as: NOVAK BIRKS P.C. Service code 10 · EIN 43-1122456 | Accounting | $15,180 |
DA DAVIDSON & CO1+ years Filed as: DUNN & DAVISON, LLC Service code 29 · EIN 26-4705054 | Legal | $10,467 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 | Investment Management | $9,206 |
MERTZ INSURANCE1+ years Service code 23 323 CASTLE PINE CIRCLE · PAPILLION, NE 68133 | Insurance services | $6,416 |
ALLIANCE BENEFIT GROUP1+ years Service code 14 · EIN 41-1812533 | Plan Administrator | $4,378 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,109 | $50,498-36.4% | $75,784-57.6% | $55,191-41.8% |
| Participation rate | 96.4% | 69.4%+27.0pp | 75.8%+20.6pp | 69.2%+27.2pp |
| Annual return | -1.02% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $3,580 | $2,291+56.3% | $3,323+7.7% | $1,899+88.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $190 | $123+54.6% | $5,300-96.4% | $91+109.6% |