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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP3+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $23,653 |
CITRIN COOPERMAN3+ years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $6,550 |
Filed as: MELTZER GROUP - KESTRA ADVISORY Service code 63 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | 12b-1 Fees | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,224 | $89,739+234.6% | $149,716+100.5% | $62,293+382.0% |
| Participation rate | 98.2% | 85.1%+13.1pp | 87.1%+11.2pp | 69.5%+28.7pp |
| Annual return | 17.85% | 21.01%-3.2pp | 1501.67%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $11,436 | $3,233+253.7% | $5,444+110.1% | $2,042+460.0% |
| Participant deferral / active EE | $14,070 | $4,797+193.3% | $6,568+114.2% | $3,169+344.0% |
| Admin fee / account holder | $265 | $551-52.0% | $11,282-97.7% | $479-44.8% |