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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Service code 14 · EIN 38-2383171 | Plan Administrator | $48,960 |
BLAKE & UHLIG, P.A.3+ years Service code 29 · EIN 48-0918231 | Legal | $36,721 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-2186884 | Investment Management | $35,021 |
DEBOER & ASSOCIATES, PC3+ years Service code 10 · EIN 47-0836395 | Accounting | $16,227 |
ASSET STRATEGY CONSULTANTS3+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $13,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,137 | $89,274+3.2% | $149,721-38.5% | $77,958+18.2% |
| Participation rate | 92.9% | 87.6%+5.3pp | 87.1%+5.8pp | 71.6%+21.3pp |
| Annual return | 19.03% | 20.36%-1.3pp | 1501.67%-1482.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $3,720 | $3,727-0.2% | $5,444-31.7% | $2,310+61.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $101 | $240-57.7% | $11,282-99.1% | $97+4.1% |