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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC6 years Filed as: BENEFITS ADMINISTRATORS Service code 10 · EIN 61-1291181 | Accounting | $8,225 |
BESTEN & DIERUF6 years Service code 10 · EIN 45-3048812 | Accounting | $7,950 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,888 | $83,369-11.4% | $105,223-29.8% | $67,986+8.7% |
| Participation rate | 99.6% | 56.3%+43.3pp | 75.0%+24.5pp | 57.2%+42.4pp |
| Annual return | 14.63% | 24.64%-10.0pp | 180.65%-166.0pp | 31.67%-17.0pp |
| Employer contribution / active EE | $4,132 | $2,541+62.6% | $3,689+12.0% | $2,019+104.7% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $81 | $4,073-98.0% | $8,859-99.1% | $3,203-97.5% |