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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,540 |
OSBORNE & ASSOCIATES, INC.2 years Service code 15 · EIN 77-0573145 | Recordkeeping | $34,895 |
ATHERTON & ASSOCIATES LLP6 years Service code 10 · EIN 94-1239084 | Accounting | $2,745 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $65,453-37.3% | $86,698-52.7% | $66,938-38.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | -16.21% | -10.89%-5.3pp | 35.95%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,381 | $2,154+10.5% | $2,837-16.1% | $2,545-6.4% |
| Participant deferral / active EE | $6,816 | $4,102+66.2% | $4,656+46.4% | $4,238+60.8% |
| Admin fee / account holder | $97 | $642-84.9% | $7,493-98.7% | $594-83.7% |