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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $50,747 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $48,502 |
Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032 | Plan Administrator | $47,249 |
LEE'S PRINTING2 years Filed as: LEE'S PRINTING CO., INC. Service code 36 804 CENTRAL AVE · KANSAS CITY, KS 66101 | Copying and duplicating; Direct payme... | $10,467 |
Service code 28 3601 HOBSON RD · FORT WAYNE, IN 46815 | Investment Management | $6,880 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 · EIN 13-2649692 3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,234 | $53,344-52.7% | $121,210-79.2% | $74,473-66.1% |
| Participation rate | 84.7% | 60.0%+24.7pp | 69.5%+15.2pp | 70.7%+14.0pp |
| Annual return | 17.97% | 35.15%-17.2pp | 987.41%-969.4pp | 34.36%-16.4pp |
| Employer contribution / active EE | $2,481 | $1,898+30.7% | $4,171-40.5% | $2,638-6.0% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,084-100.0% | $4,530-100.0% |
| Admin fee / account holder | $165 | $382-56.9% | $5,647-97.1% | $347-52.5% |