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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,957 |
Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 27 · EIN 47-1186155 | Advisory (Plan) | $24,970 |
PBMARES, LLP1 year Service code 49 · EIN 54-0737372 | Other Services | $5,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,285 | $100,801-65.0% | $149,745-76.4% | $73,412-51.9% |
| Participation rate | 92.2% | 77.7%+14.5pp | 82.5%+9.7pp | 72.2%+20.0pp |
| Annual return | 19.39% | 265.34%-245.9pp | 276.72%-257.3pp | 59.30%-39.9pp |
| Employer contribution / active EE | $1,548 | $3,312-53.3% | $4,646-66.7% | $2,234-30.7% |
| Participant deferral / active EE | $3,163 | $6,404-50.6% | $6,843-53.8% | $3,806-16.9% |
| Admin fee / account holder | $199 | $181+9.9% | $9,312-97.9% | $158+25.8% |