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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $24,711 |
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN & STERLING INVESTMENT Service code 22 · EIN 13-3749682 | Insurance Broker | $14,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,914 | $77,920+32.1% | $149,723-31.3% | $75,177+36.9% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 17.81% | 31.72%-13.9pp | 134.50%-116.7pp | 160.75%-142.9pp |
| Employer contribution / active EE | $2,819 | $3,138-10.2% | $4,821-41.5% | $2,671+5.5% |
| Participant deferral / active EE | $7,066 | $3,411+107.1% | $5,682+24.3% | $4,126+71.2% |
| Admin fee / account holder | $234 | $5,951-96.1% | $13,215-98.2% | $5,651-95.9% |