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| Provider | Service type | Compensation |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.8 years Filed as: ALLEN, GIBBS, HOULIK, L.C. Service code 15 · EIN 48-1032601 | Recordkeeping | $16,881 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,320 | $89,438-27.0% | $164,928-60.4% | $77,692-15.9% |
| Participation rate | 81.4% | 78.6%+2.8pp | 78.6%+2.8pp | 70.6%+10.8pp |
| Annual return | 17.56% | 28.82%-11.3pp | 70.08%-52.5pp | 31.25%-13.7pp |
| Employer contribution / active EE | $2,608 | $2,567+1.6% | $4,343-39.9% | $2,726-4.3% |
| Participant deferral / active EE | $4,775 | $4,901-2.6% | $6,034-20.9% | $4,648+2.7% |
| Admin fee / account holder | $50 | $340-85.4% | $12,684-99.6% | $431-88.4% |