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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE AMERICA RETIREMENT SERVICES Service code 14 · EIN 46-5378846 | Plan Administrator | $215,625 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 65-0498809 | Contract Administrator | $52,800 |
REYNOLDS CONSULTING SERVICES2 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,500 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,847 |
ARNALL GOLDEN GREGORY LLP9 years Filed as: ARNALL GOLDEN GREGORY, LLP Service code 29 · EIN 58-1423485 | Legal | $6,741 |
BRENTWOOD ASSET ADVISORS3 years Filed as: BRENTWOOD ASSET ADVISORS, LLC Service code 16 · EIN 59-3718394 | Consulting | $6,700 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,006 | $241,850-84.7% | $102,412-63.9% | $199,960-81.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.61% | 17.67%-5.1pp | 24.94%-12.3pp | 34.28%-21.7pp |
| Employer contribution / active EE | $2,687 | $4,253-36.8% | $3,870-30.6% | $3,036-11.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $82 | $288-71.5% | $8,388-99.0% | $269-69.5% |