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| Provider | Service type | Compensation |
|---|---|---|
APEX PENSION STRATEGIES, INC3 years Service code 14 · EIN 57-1139545 PO BOX 88208 · ATLANTA, GA 30356 | Plan Administrator | $0 |
WILMINGTON TRUST3 years Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 63 · EIN 23-3060382 PO BOX 2669 · LA MESA, CA 91943 | 12b-1 Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,699 | $81,446+62.9% | $103,374+28.4% | $80,874+64.1% |
| Participation rate | 98.6% | 66.9%+31.7pp | 74.5%+24.1pp | 67.6%+30.9pp |
| Annual return | 39.83% | 25.57%+14.3pp | 24.89%+14.9pp | 35.62%+4.2pp |
| Employer contribution / active EE | $21,467 | $3,107+590.9% | $3,869+454.8% | $2,756+679.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $110 | $6,715-98.4% | $8,394-98.7% | $6,935-98.4% |