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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 | $138,366+297.1% | $184,185+198.3% | $80,911+579.1% |
| Participation rate | 95.8% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 16.90% | 20.02%-3.1pp | 28.81%-11.9pp | 35.63%-18.7pp |
| Employer contribution / active EE | $3,315 | $4,849-31.6% | $6,426-48.4% | $2,756+20.3% |
| Participant deferral / active EE | $13,915 | $7,074+96.7% | $9,132+52.4% | $4,297+223.8% |
| Admin fee / account holder | $260 | $10,484-97.5% | $13,909-98.1% | $6,935-96.2% |