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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $9,000 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 11 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Actuarial | $6,806 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,254 | $55,453-25.6% | $170,435-75.8% | $62,293-33.8% |
| Participation rate | 93.5% | 66.4%+27.1pp | 83.6%+9.9pp | 69.5%+23.9pp |
| Annual return | 13.93% | 21.38%-7.4pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,675 | $2,164-22.6% | $5,432-69.2% | $2,042-18.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $118 | $455-74.1% | $13,881-99.2% | $479-75.4% |