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| Provider | Service type | Compensation |
|---|---|---|
BRYAN CAVE LLP2+ years Filed as: BRYAN, PENDLETON, SWATS & MCALLISTE Service code 13 · EIN 62-0853448 | Contract Administrator | $29,910 |
MICHAEL SHIELDS2+ years Service code 20 · EIN 40-2660807 | Trustee (individual) | $17,500 |
Service code 29 · EIN 61-1111059 | Legal | $10,441 |
MATHER & CO., CPAS, LLC2+ years Service code 10 · EIN 61-1210177 | Accounting | $9,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,668 | $36,916+21.0% | $156,551-71.5% | $57,658-22.5% |
| Participation rate | 96.9% | 63.4%+33.5pp | 84.0%+12.9pp | 70.2%+26.7pp |
| Annual return | 15.06% | 12.38%+2.7pp | 32.23%-17.2pp | 5.13%+9.9pp |
| Employer contribution / active EE | $3,123 | $1,571+98.9% | $5,501-43.2% | $1,974+58.2% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $87 | $82+5.0% | $13,028-99.3% | $95-8.3% |