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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP1 year Service code 34 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Direct payment from the plan; Valuati... | $22,660 |
ASCENSUS LLC1 year Service code 14 · EIN 82-3719843 | Plan Administrator | $20,687 |
MAULDIN & JENKINS1 year Service code 49 200 GALLERIA PARKWAY S.E., SUITE 17 · ATLANTA, GA 303395946 | Other Services | $10,150 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $519,188 | $83,023+525.4% | $102,437+406.8% | $77,762+567.7% |
| Participation rate | 97.9% | 71.5%+26.3pp | 74.5%+23.4pp | 70.6%+27.3pp |
| Annual return | 34.15% | 19.12%+15.0pp | 24.95%+9.2pp | 31.27%+2.9pp |
| Employer contribution / active EE | $25,127 | $3,552+607.3% | $3,871+549.2% | $2,728+821.1% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |