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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $55,974 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,433 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,296 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,692 | $65,125+108.4% | $143,797-5.6% | $66,949+102.7% |
| Participation rate | 96.3% | 65.2%+31.1pp | 80.3%+16.0pp | 69.8%+26.5pp |
| Annual return | -16.91% | -11.13%-5.8pp | -0.04%-16.9pp | 1.57%-18.5pp |
| Employer contribution / active EE | $6,951 | $2,362+194.2% | $4,952+40.4% | $2,545+173.1% |
| Participant deferral / active EE | $5,972 | $2,920+104.5% | $5,638+5.9% | $4,239+40.9% |
| Admin fee / account holder | $280 | $503-44.3% | $14,679-98.1% | $594-52.8% |