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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP1+ years Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $25,000 |
WINDES, INC.1+ years Filed as: WINDES AUDIT TAX ADVISORY Service code 10 111 WEST OCEAN BLVD · LONG BEACH, CA 90802 | Accounting | $17,750 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,564 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,870 | $68,413+62.1% | $123,105-9.9% | $55,191+100.9% |
| Participation rate | 93.8% | 84.5%+9.2pp | 86.8%+7.0pp | 69.2%+24.6pp |
| Annual return | 0.51% | 6.30%-5.8pp | 13.22%-12.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $11,373 | $3,050+272.9% | $5,151+120.8% | $1,899+499.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $94 | $88+6.6% | $9,014-99.0% | $91+3.2% |