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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DUNCAN ACCOUNTING & TAX SERVICES IN Service code 13 · EIN 61-1959547 311 MAIN STREET, SUITE 2 · IRWIN, PA 15642 | Contract Administrator | $3,900 |
Filed as: MML INSURANCE AGENCY LLC Service code 13 · EIN 04-3109325 4275 EXECUTIVE SQUARE STE 400 · LA JOLLA, CA 92037 | Contract Administrator | $1,340 |
Filed as: EMPOWER ANNUITY INSUARNCE CO OF AME Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,676 | $64,176-31.9% | $112,263-61.1% | $66,949-34.8% |
| Participation rate | 35.9% | 68.4%-32.6pp | 75.1%-39.2pp | 69.8%-34.0pp |
| Annual return | -16.68% | -13.80%-2.9pp | 27.49%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $1,170 | $3,007-61.1% | $3,636-67.8% | $2,545-54.0% |
| Participant deferral / active EE | $2,310 | $3,694-37.5% | $4,729-51.2% | $4,239-45.5% |
| Admin fee / account holder | $86 | $626-86.3% | $6,410-98.7% | $594-85.5% |