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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-3712991 | Contract Administrator | $23,981 |
MATISSE CAPITAL6 years Service code 27 · EIN 27-5035231 | Advisory (Plan) | $23,345 |
BADER MARTIN, P.S.6 years Filed as: BADER MARTIN, P.S Service code 10 · EIN 91-1501421 | Accounting | $15,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,976 | $49,471-45.5% | $79,583-66.1% | $66,949-59.7% |
| Participation rate | 85.9% | 61.4%+24.6pp | 69.5%+16.4pp | 69.8%+16.1pp |
| Annual return | -17.03% | 84.30%-101.3pp | 0.16%-17.2pp | 1.57%-18.6pp |
| Employer contribution / active EE | $1,926 | $1,266+52.1% | $2,414-20.2% | $2,545-24.3% |
| Participant deferral / active EE | $3,284 | $3,160+3.9% | $3,986-17.6% | $4,239-22.5% |
| Admin fee / account holder | $249 | $595-58.2% | $6,835-96.4% | $594-58.1% |