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| Provider | Service type | Compensation |
|---|---|---|
BESTEN & DIERUF5 years Service code 10 · EIN 45-3048812 | Accounting | $7,950 |
BENEFITS ADMINISTRATORS, LLC5 years Filed as: BENEFITS ADMINISTRATORS Service code 10 · EIN 61-1291181 | Accounting | $7,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,568 | $80,763-12.6% | $102,412-31.1% | $74,459-5.2% |
| Participation rate | 96.6% | 65.7%+30.9pp | 74.5%+22.1pp | 67.2%+29.4pp |
| Annual return | 14.40% | 27.57%-13.2pp | 24.94%-10.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $17,021 | $3,160+438.7% | $3,870+339.8% | $2,626+548.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $78 | $2,371-96.7% | $8,388-99.1% | $1,945-96.0% |