Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES Service code 13 · EIN 16-1186135 30 BRYANT WOODS NORTH · AMHERST, NY 14228 | Contract Administrator | $0 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,363 | $88,137-41.7% | $164,975-68.9% | $74,429-31.0% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 13.34% | 17.13%-3.8pp | 70.12%-56.8pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $3,624 | $2,597+39.5% | $4,343-16.6% | $2,625+38.1% |
| Participant deferral / active EE | $2,706 | $4,501-39.9% | $6,033-55.1% | $4,348-37.8% |
| Admin fee / account holder | $206 | $2,231-90.8% | $12,688-98.4% | $1,944-89.4% |