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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON4+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $45,811 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,054 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $9,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,709 | $58,895+167.8% | $178,503-11.6% | $73,497+114.6% |
| Participation rate | 86.1% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 13.39% | 24.86%-11.5pp | 151.12%-137.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $5,568 | $2,236+149.0% | $5,011+11.1% | $2,270+145.3% |
| Participant deferral / active EE | $4,686 | $2,567+82.5% | $5,202-9.9% | $3,740+25.3% |
| Admin fee / account holder | $245 | $400-38.7% | $13,987-98.2% | $513-52.2% |