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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $17,550 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,747 | $100,272+78.3% | $170,055+5.1% | $74,478+140.0% |
| Participation rate | 95.7% | 87.4%+8.4pp | 87.0%+8.7pp | 70.7%+25.0pp |
| Annual return | 31.94% | 66.12%-34.2pp | 53.43%-21.5pp | 34.37%-2.4pp |
| Employer contribution / active EE | $7,566 | $4,266+77.4% | $6,790+11.4% | $2,637+186.9% |
| Participant deferral / active EE | $12,173 | $7,147+70.3% | $10,410+16.9% | $4,530+168.7% |
| Admin fee / account holder | $74 | $235-68.5% | $12,828-99.4% | $347-78.7% |