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| Provider | Service type | Compensation |
|---|---|---|
CHARLES W. SNADER, P.C.3 years Filed as: CHARLES W. SNADER PC Service code 10 · EIN 54-1873714 | Accounting | $10,300 |
CHERRY BEKAERT LLP3 years Filed as: CHERRY BEKART, LLP Service code 50 · EIN 56-0574444 | Direct Payment | $10,272 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 13 · EIN 82-4555287 | Contract Administrator | $725 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,978 | $66,124-4.8% | $90,461-30.4% | $73,497-14.3% |
| Participation rate | 98.7% | 69.7%+29.0pp | 72.7%+26.0pp | 70.7%+28.0pp |
| Annual return | 22.29% | 17.65%+4.6pp | 1294.76%-1272.5pp | 28.51%-6.2pp |
| Employer contribution / active EE | $6,244 | $2,346+166.1% | $3,264+91.3% | $2,270+175.1% |
| Participant deferral / active EE | $5,215 | $3,039+71.6% | $3,964+31.6% | $3,740+39.5% |
| Admin fee / account holder | $80 | $396-79.7% | $5,617-98.6% | $513-84.3% |