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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS Service code 14 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Plan Administrator | $17,393 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $9,732 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,371 | $66,650-90.4% | $92,915-93.1% | $67,582-90.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 20.67% | 92.64%-72.0pp | 109.45%-88.8pp | 378.57%-357.9pp |
| Employer contribution / active EE | $30 | $2,777-98.9% | $3,653-99.2% | $2,148-98.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $93 | $199-53.4% | $5,796-98.4% | $142-34.8% |