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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,517 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 14 · EIN 47-2079321 | Plan Administrator | $20,000 |
EDBERG & PERRY INC3 years Filed as: EDBERG PERRY, LLC Service code 15 · EIN 86-0738258 | Recordkeeping | $5,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,575 | $59,839+215.1% | $81,988+130.0% | $79,858+136.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 12.52% | 17.56%-5.0pp | 41.31%-28.8pp | 31.72%-19.2pp |
| Employer contribution / active EE | $8,973 | $1,713+423.7% | $2,498+259.2% | $2,471+263.2% |
| Participant deferral / active EE | $14,567 | $2,695+440.5% | $3,722+291.3% | $3,740+289.5% |
| Admin fee / account holder | $226 | $4,287-94.7% | $5,665-96.0% | $5,306-95.7% |