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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $21,462 |
Service code 21 · EIN 66-0561870 | Bank Trustee | $14,563 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $10,563 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,844 | $45,343+43.0% | $150,298-56.9% | $67,986-4.6% |
| Participation rate | 92.7% | 51.9%+40.8pp | 77.8%+14.9pp | 57.2%+35.5pp |
| Annual return | 16.90% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $2,112 | $1,462+44.5% | $4,154-49.1% | $2,019+4.6% |
| Participant deferral / active EE | $3,662 | $2,055+78.2% | $5,453-32.8% | $3,358+9.0% |
| Admin fee / account holder | $269 | $2,250-88.0% | $14,116-98.1% | $3,203-91.6% |