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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,631 | $38,165-27.6% | $189,758-85.4% | $69,255-60.1% |
| Participation rate | 92.2% | 66.7%+25.5pp | 79.8%+12.4pp | 69.0%+23.1pp |
| Annual return | 12.61% | 14.65%-2.0pp | 52.62%-40.0pp | 26.73%-14.1pp |
| Employer contribution / active EE | $2,797 | $1,589+76.0% | $4,767-41.3% | $2,645+5.7% |
| Participant deferral / active EE | $2,927 | $2,073+41.2% | $5,856-50.0% | $2,890+1.3% |
| Admin fee / account holder | $145 | $714-79.7% | $20,388-99.3% | $733-80.3% |