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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,561 |
DUNBAR, BENDER & ZAPF, INC.5+ years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 | Contract Administrator | $17,560 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,726 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,254 | $59,448-55.8% | $93,696-72.0% | $74,459-64.7% |
| Participation rate | 74.4% | 59.6%+14.8pp | 68.7%+5.7pp | 67.2%+7.2pp |
| Annual return | 14.86% | 82.11%-67.2pp | 133.74%-118.9pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $1,974 | $1,266+55.9% | $2,422-18.5% | $2,626-24.8% |
| Participant deferral / active EE | $3,062 | $3,052+0.3% | $4,417-30.7% | $4,350-29.6% |
| Admin fee / account holder | $186 | $3,027-93.9% | $8,287-97.8% | $1,945-90.5% |