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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 · EIN 20-1113894 | Advisory (Plan) | $18,750 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $16,680 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $13,134 |
LUTZ & COMPANY, PC4 years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $10,250 |
Filed as: HUB INVESTMENT ADVISORS Service code 27 · EIN 47-0813106 | Advisory (Plan) | $6,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 06-1050034 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $330 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,938 | $91,439+128.5% | $135,974+53.7% | $71,511+192.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.71% | 29.90%-13.2pp | 68.30%-51.6pp | 28.86%-12.1pp |
| Employer contribution / active EE | $12,848 | $3,705+246.8% | $4,859+164.4% | $2,589+396.2% |
| Participant deferral / active EE | $12,824 | $7,093+80.8% | $7,760+65.3% | $4,291+198.9% |
| Admin fee / account holder | $255 | $1,267-79.9% | $10,767-97.6% | $1,588-83.9% |