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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC3 years Service code 99 · EIN 82-4882966 | Other Fees | $44,189 |
RSM US LLP4 years Service code 99 · EIN 42-0714325 | Other Fees | $21,599 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 31-1299207 | Other Fees | $11,553 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,878 | $89,435+3.8% | $164,975-43.7% | $77,714+19.5% |
| Participation rate | 74.8% | 78.6%-3.8pp | 78.6%-3.8pp | 70.6%+4.3pp |
| Annual return | 14.60% | 28.82%-14.2pp | 70.12%-55.5pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,473 | $2,563-42.5% | $4,343-66.1% | $2,727-46.0% |
| Participant deferral / active EE | $5,405 | $4,901+10.3% | $6,033-10.4% | $4,649+16.3% |
| Admin fee / account holder | $143 | $340-57.9% | $12,688-98.9% | $433-67.0% |