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| Provider | Service type | Compensation |
|---|---|---|
HSBA4 years Service code 13 · EIN 94-3089465 | Contract Administrator | $296,400 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $143,258 |
SALTZMAN & JOHNSON5+ years Filed as: SALTZMAN AND JOHNSON Service code 50 · EIN 94-2376174 | Direct Payment | $16,029 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $10,376 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $10,307 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,772 | $78,226-59.4% | $92,916-65.8% | $82,204-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 17.48% | 19.33%-1.9pp | 109.45%-92.0pp | 26.31%-8.8pp |
| Employer contribution / active EE | $7,960 | $3,911+103.5% | $3,654+117.9% | $2,707+194.0% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $50 | $119-58.3% | $5,796-99.1% | $76-34.4% |