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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $9,913 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY STE 100 · AMHERST, NY 142281120 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,859 | $42,914+242.2% | $60,888+141.2% | $68,498+114.4% |
| Participation rate | 78.4% | 66.8%+11.6pp | 73.1%+5.3pp | 67.9%+10.5pp |
| Annual return | -11.24% | -13.99%+2.7pp | 16.91%-28.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,802 | $1,979+41.6% | $2,702+3.7% | $2,596+7.9% |
| Participant deferral / active EE | $4,802 | $2,868+67.4% | $3,817+25.8% | $4,027+19.2% |
| Admin fee / account holder | $244 | $3,102-92.1% | $3,225-92.4% | $5,403-95.5% |