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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Service code 15 · EIN 74-2715820 | Recordkeeping | $21,729 |
BOA, LLC8 years Service code 26 630 LEXINGTON AVE. · MANSFIELD, OH 44907 | Advisory (Participants) | $10,296 |
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 | $30,863 | $51,283-39.8% | $95,759-67.8% | $71,529-56.9% |
| Participation rate | 83.1% | 63.1%+20.0pp | 72.3%+10.9pp | 67.9%+15.2pp |
| Annual return | 15.71% | 25.25%-9.5pp | 28.42%-12.7pp | 28.97%-13.3pp |
| Employer contribution / active EE | $1,465 | $1,817-19.4% | $2,836-48.4% | $2,590-43.4% |
| Participant deferral / active EE | $2,304 | $3,365-31.5% | $4,244-45.7% | $4,291-46.3% |
| Admin fee / account holder | $184 | $1,135-83.8% | $5,678-96.8% | $1,588-88.4% |