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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECREST BLAKEY & ASSOCIATES Service code 26 · EIN 27-0567130 | Advisory (Participants) | $23,759 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $487 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,941 | $84,499-50.4% | $125,391-66.6% | $66,949-37.4% |
| Participation rate | 86.3% | 76.4%+9.9pp | 82.4%+3.9pp | 69.8%+16.5pp |
| Annual return | -10.17% | -8.49%-1.7pp | 572.41%-582.6pp | 1.57%-11.7pp |
| Employer contribution / active EE | $4,357 | $3,554+22.6% | $4,816-9.5% | $2,545+71.2% |
| Participant deferral / active EE | $9,434 | $6,785+39.0% | $7,448+26.7% | $4,239+122.6% |
| Admin fee / account holder | $235 | $685-65.8% | $10,009-97.7% | $594-60.5% |