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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON7+ years Filed as: REHMANN FINANCIAL Service code 27 · EIN 38-3567911 | Advisory (Plan) | $53,154 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,287 |
Filed as: FENNER MELSTROM & DOOLING PLC (FMD Service code 10 · EIN 38-1402622 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,999 | $61,391+162.3% | $149,723+7.5% | $71,529+125.1% |
| Participation rate | 96.3% | 62.5%+33.8pp | 78.8%+17.5pp | 67.9%+28.4pp |
| Annual return | 16.88% | 35.88%-19.0pp | 134.50%-117.6pp | 28.97%-12.1pp |
| Employer contribution / active EE | $6,964 | $2,384+192.2% | $4,821+44.4% | $2,590+168.9% |
| Participant deferral / active EE | $6,471 | $2,921+121.6% | $5,682+13.9% | $4,291+50.8% |
| Admin fee / account holder | $252 | $1,264-80.0% | $13,215-98.1% | $1,588-84.1% |