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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $166,610 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $55,125 |
HUTCHINSON AND BLOODGOOD LLP6 years Service code 10 · EIN 95-0858589 | Accounting | $19,800 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,631 | $36,002-23.3% | $161,489-82.9% | $64,728-57.3% |
| Participation rate | 92.2% | 57.4%+34.7pp | 78.7%+13.5pp | 57.9%+34.3pp |
| Annual return | 12.61% | 33.93%-21.3pp | 89.72%-77.1pp | 49.38%-36.8pp |
| Employer contribution / active EE | $2,797 | $1,380+102.7% | $4,268-34.5% | $2,243+24.7% |
| Participant deferral / active EE | $2,927 | $1,815+61.3% | $5,630-48.0% | $2,729+7.2% |
| Admin fee / account holder | $145 | $931-84.4% | $16,006-99.1% | $1,145-87.4% |