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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $10,000 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY STE 100 · AMHERST, NY 142281120 | Other Services | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,172 | $53,841+204.9% | $75,731+116.8% | $85,851+91.2% |
| Participation rate | 78.7% | 69.0%+9.6pp | 74.8%+3.8pp | 69.3%+9.3pp |
| Annual return | 13.52% | 24.54%-11.0pp | 104.65%-91.1pp | 318.63%-305.1pp |
| Employer contribution / active EE | $2,770 | $2,017+37.3% | $2,743+1.0% | $2,565+8.0% |
| Participant deferral / active EE | $4,715 | $2,895+62.9% | $3,820+23.4% | $3,952+19.3% |
| Admin fee / account holder | $333 | $3,340-90.0% | $3,620-90.8% | $6,261-94.7% |