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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $83,821 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $64,284 |
Filed as: SOLXYS ADMINISTRATIVE SOLUTIONS Service code 13 · EIN 83-2454243 | Contract Administrator | $37,241 |
RBC WEALTH MANAGEMENT7+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $36,703 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $27,988 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $8,470 |
GRAPHIC SCIENCES, INC1 year Filed as: GRAPHIC SCIENCES Service code 49 · EIN 38-2734124 | Other Services | $5,278 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,263 | $95,918+81.7% | $151,634+14.9% | $77,906+123.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -8.03% | -5.50%-2.5pp | 3.32%-11.4pp | 12.16%-20.2pp |
| Employer contribution / active EE | $6,174 | $4,330+42.6% | $6,165+0.1% | $2,846+116.9% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $236 | $93+153.0% | $11,614-98.0% | $133+78.0% |