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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 | Contract Administrator | $54,302 |
STANDARD VALUATIONS7 years Filed as: STANDARD VALUATION INC Service code 27 801 HIGHWAY 61 N · WHIITE BEAR LAKE, MN 55110 | Advisory (Plan) | $35,000 |
LAPADULA CARLSON & CO7 years Service code 10 · EIN 65-0292391 | Accounting | $34,821 |
GOLDMAN SACHS3 years Filed as: ABS CAPITAL PARTNERS INC. Service code 28 · EIN 52-1853901 | Investment Management | $21,437 |
VENABLE LAW FIRM8 years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824867 | Legal | $12,507 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $8,295 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,126 | $241,850-79.7% | $102,412-52.0% | $199,960-75.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.96% | 17.67%-5.7pp | 24.94%-13.0pp | 34.28%-22.3pp |
| Employer contribution / active EE | $4,074 | $4,253-4.2% | $3,870+5.3% | $3,036+34.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $140 | $288-51.4% | $8,388-98.3% | $269-48.0% |