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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP10+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $18,700 |
Filed as: MELTZER GROUP - KESTRA ADVISORS Service code 63 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | 12b-1 Fees | $5,000 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,467 | $138,386+297.1% | $184,260+198.2% | $80,935+578.9% |
| Participation rate | 95.8% | 83.9%+11.9pp | 86.8%+9.0pp | 67.7%+28.1pp |
| Annual return | 16.90% | 20.02%-3.1pp | 28.84%-11.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $3,315 | $4,851-31.7% | $6,427-48.4% | $2,757+20.2% |
| Participant deferral / active EE | $13,915 | $7,076+96.7% | $9,133+52.4% | $4,299+223.6% |
| Admin fee / account holder | $260 | $10,489-97.5% | $13,898-98.1% | $6,924-96.2% |