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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECREST BLAKEY & ASSOCIATES Service code 26 · EIN 27-0567130 | Advisory (Participants) | $32,545 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,022 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,575 | $91,474-32.7% | $135,982-54.7% | $71,529-13.9% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 38.51% | 29.89%+8.6pp | 68.32%-29.8pp | 28.97%+9.5pp |
| Employer contribution / active EE | $5,112 | $3,705+38.0% | $4,859+5.2% | $2,590+97.4% |
| Participant deferral / active EE | $11,285 | $7,095+59.1% | $7,760+45.4% | $4,291+163.0% |
| Admin fee / account holder | $294 | $1,267-76.8% | $10,767-97.3% | $1,588-81.5% |