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| Provider | Service type | Compensation |
|---|---|---|
B. CHAPIN6 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $28,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,449 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,444 | $88,203-33.7% | $165,100-64.6% | $74,478-21.5% |
| Participation rate | 96.4% | 73.1%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 33.76% | 17.13%+16.6pp | 70.21%-36.5pp | 1370.56%-1336.8pp |
| Employer contribution / active EE | $4,082 | $2,601+57.0% | $4,348-6.1% | $2,626+55.4% |
| Participant deferral / active EE | $4,093 | $4,505-9.1% | $6,035-32.2% | $4,350-5.9% |
| Admin fee / account holder | $241 | $2,235-89.2% | $12,696-98.1% | $1,946-87.6% |