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| Provider | Service type | Compensation |
|---|---|---|
BLAKE & UHLIG, P.A.10+ years Service code 29 · EIN 48-0918231 | Legal | $83,326 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $79,395 |
Filed as: SOLXSYS ADMINISTRATIVE SOLUTIONS LL Service code 13 · EIN 83-2454243 | Contract Administrator | $40,544 |
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $29,487 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $8,749 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,171 | $85,660+117.3% | $256,809-27.5% | $85,660+117.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 88.5%+11.5pp | 74.8%+25.2pp |
| Annual return | 10.46% | 19.52%-9.1pp | 32.73%-22.3pp | 19.52%-9.1pp |
| Employer contribution / active EE | $6,792 | $4,199+61.8% | $7,263-6.5% | $4,199+61.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $9,520-100.0% | $3,518-100.0% |
| Admin fee / account holder | $215 | $224-3.8% | $25,146-99.1% | $224-3.8% |