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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 | $133,533 | $81,504+63.8% | $102,437+30.4% | $80,959+64.9% |
| Participation rate | 98.6% | 66.9%+31.8pp | 74.5%+24.1pp | 67.7%+30.9pp |
| Annual return | 37.51% | 25.60%+11.9pp | 24.95%+12.6pp | 35.67%+1.8pp |
| Employer contribution / active EE | $21,124 | $3,104+580.6% | $3,871+445.7% | $2,757+666.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |