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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP1 year Service code 34 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Valuation (appraisals, etc.); Direct ... | $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 | $82,979+525.7% | $102,383+407.1% | $77,714+568.1% |
| Participation rate | 97.9% | 71.5%+26.3pp | 74.5%+23.4pp | 70.6%+27.3pp |
| Annual return | 34.15% | 19.11%+15.0pp | 24.94%+9.2pp | 31.26%+2.9pp |
| Employer contribution / active EE | $25,127 | $3,554+607.1% | $3,870+549.2% | $2,727+821.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |