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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP9+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $10,061 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,845 | $65,582-86.5% | $64,099-86.2% | $71,495-87.6% |
| Participation rate | 92.0% | 73.2%+18.8pp | 72.3%+19.6pp | 67.9%+24.0pp |
| Annual return | 9.94% | 18.96%-9.0pp | 33.70%-23.8pp | 28.85%-18.9pp |
| Employer contribution / active EE | $1,936 | $2,671-27.5% | $2,748-29.6% | $2,589-25.2% |
| Participant deferral / active EE | $1,352 | $3,628-62.7% | $3,881-65.2% | $4,291-68.5% |
| Admin fee / account holder | $15 | $616-97.5% | $3,070-99.5% | $1,588-99.0% |