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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON3+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $44,312 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,321 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,775 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,293 | $52,967+147.9% | $172,753-24.0% | $65,186+101.4% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 23.50% | 30.12%-6.6pp | 803.00%-779.5pp | 29.39%-5.9pp |
| Employer contribution / active EE | $5,477 | $2,190+150.0% | $5,144+6.5% | $2,177+151.6% |
| Participant deferral / active EE | $5,258 | $2,471+112.8% | $5,198+1.2% | $3,514+49.6% |
| Admin fee / account holder | $136 | $472-71.1% | $13,956-99.0% | $847-83.9% |