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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,967 |
Filed as: DUNCAN FINANCIAL GROUP Service code 13 · EIN 61-1959547 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $33,460 |
Filed as: CABRIDGE INVESTMENT RESEARCH ADVIS Service code 27 | Advisory (Plan) | $30,000 |
Filed as: DUNCAN FINANCIAL GROUP LLC Service code 13 | Contract Administrator | $11,945 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,952 | $106,230-37.0% | $147,080-54.5% | $77,736-13.9% |
| Participation rate | 83.8% | 78.4%+5.4pp | 82.2%+1.6pp | 70.6%+13.2pp |
| Annual return | 210.97% | 56.91%+154.1pp | 420.17%-209.2pp | 31.26%+179.7pp |
| Employer contribution / active EE | $2,795 | $4,072-31.4% | $4,933-43.3% | $2,728+2.5% |
| Participant deferral / active EE | $5,979 | $8,001-25.3% | $8,066-25.9% | $4,651+28.6% |
| Admin fee / account holder | $251 | $338-25.9% | $12,989-98.1% | $433-42.1% |