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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.1+ years Service code 15 · EIN 26-0567676 | Recordkeeping | $10,350 |
FRYE & COMPANY, CPAS1+ years Service code 10 · EIN 45-4199441 | Accounting | $8,500 |
ESI1+ years Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,927 | $56,197-32.5% | $67,652-43.9% | $59,633-36.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.41% | 18508.10%-18506.7pp | 6625.40%-6624.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $12,222 | $1,615+656.9% | $2,266+439.4% | $2,203+454.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $170 | $3,958-95.7% | $4,821-96.5% | $4,297-96.0% |