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| Provider | Service type | Compensation |
|---|---|---|
CORPORATE PLANS & SERVICES, INC.1+ years Service code 14 · EIN 56-0990374 136-B GATEWAY BLVD. · MOORESVILLE, NC 28117 | Plan Administrator | $9,754 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,478 | $50,464+13.9% | $75,784-24.2% | $52,331+9.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 18.94% | 1.03%+17.9pp | 9.68%+9.3pp | 4.54%+14.4pp |
| Employer contribution / active EE | $2,157 | $1,988+8.5% | $3,323-35.1% | $1,882+14.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $49 | $1,103-95.6% | $5,300-99.1% | $592-91.7% |