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| Provider | Service type | Compensation |
|---|---|---|
B. CHAPIN5 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $25,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,234 | $83,090-44.4% | $130,062-64.5% | $71,529-35.4% |
| Participation rate | 94.6% | 74.1%+20.5pp | 78.5%+16.1pp | 67.9%+26.7pp |
| Annual return | 14.47% | 20.61%-6.1pp | -137.37%+151.8pp | 28.97%-14.5pp |
| Employer contribution / active EE | $3,944 | $2,624+50.3% | $4,322-8.7% | $2,590+52.3% |
| Participant deferral / active EE | $3,839 | $4,436-13.4% | $5,821-34.0% | $4,291-10.5% |
| Admin fee / account holder | $224 | $1,727-87.0% | $10,601-97.9% | $1,588-85.9% |