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| Provider | Service type | Compensation |
|---|---|---|
BLAKE & UHLIG, P.A.9+ years Service code 29 · EIN 48-0918231 | Legal | $80,212 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $74,488 |
RBC WEALTH MANAGEMENT9+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $40,000 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $37,214 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $18,212 |
LEES PRINTING CO, INC.1 year Filed as: LEES PRINTING CO., INC Service code 49 14690 PARALLEL RD · BASEHOR, KS 66007 | Other Services | $6,141 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,788 | $122,695+45.7% | $184,185-2.9% | $199,874-10.6% |
| Participation rate | 100.0% | 87.0%+13.0pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 19.12% | 143.93%-124.8pp | 28.81%-9.7pp | 34.28%-15.2pp |
| Employer contribution / active EE | $6,934 | $4,581+51.4% | $6,426+7.9% | $3,036+128.4% |
| Participant deferral / active EE | $0 | $7,983-100.0% | $9,132-100.0% | $5,090-100.0% |
| Admin fee / account holder | $206 | $120+71.6% | $13,909-98.5% | $269-23.3% |