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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $28,705 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $22,249 |
LILLING & COMPANY LLP2 years Service code 10 · EIN 13-3447681 | Accounting | $21,931 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY, SUITE 402 · WAKEFIELD, MA 01880 | Pension Consulting | $10,388 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,278 | $74,661+75.8% | $160,784-18.4% | $67,986+93.1% |
| Participation rate | 99.4% | 57.1%+42.3pp | 77.0%+22.5pp | 57.2%+42.2pp |
| Annual return | 16.23% | 28.83%-12.6pp | 1803.92%-1787.7pp | 31.67%-15.4pp |
| Employer contribution / active EE | $3,653 | $1,829+99.7% | $3,733-2.1% | $2,019+80.9% |
| Participant deferral / active EE | $7,710 | $3,681+109.5% | $6,293+22.5% | $3,358+129.6% |
| Admin fee / account holder | $253 | $3,959-93.6% | $9,717-97.4% | $3,203-92.1% |