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| Provider | Service type | Compensation |
|---|---|---|
STANDARD VALUATIONS3+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE,STE200 · ST PAUL, MN 55116 | Advisory (Plan) | $21,000 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 13 3150 US RT 60 · ONA, WV 25545 | Contract Administrator | $20,000 |
Filed as: PETER L SMITH Service code 16 100 BROADMOOR DRIVE · HUNTINGTON, WV 25705 | Consulting | $18,617 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $16,228 |
FRANK N HESTAND CPA PSC3+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,466 | $60,545+284.0% | $92,240+152.0% | $69,631+233.9% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.5%+20.6pp | 70.7%+26.4pp |
| Annual return | 18.41% | 19.71%-1.3pp | 176.29%-157.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $10,206 | $2,633+287.6% | $3,680+177.4% | $2,032+402.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $277 | $145+91.6% | $5,194-94.7% | $110+151.2% |