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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,393 |
COURIER CAPITAL6 years Filed as: COURIER CAPITAL INC Service code 27 · EIN 81-0710574 | Advisory (Plan) | $23,534 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING SERVICES INC Service code 13 | Contract Administrator | $11,497 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES Service code 50 30 BRYANT WOODS N · AMHERST, NY 14228 | Direct Payment | $380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,871 | $40,435+8.5% | $80,648-45.6% | $74,473-41.1% |
| Participation rate | 86.3% | 47.4%+38.9pp | 67.0%+19.3pp | 70.7%+15.5pp |
| Annual return | 16.04% | 165.22%-149.2pp | 937.21%-921.2pp | 34.36%-18.3pp |
| Employer contribution / active EE | $1,537 | $1,498+2.7% | $2,724-43.5% | $2,638-41.7% |
| Participant deferral / active EE | $3,963 | $2,673+48.3% | $4,443-10.8% | $4,530-12.5% |
| Admin fee / account holder | $108 | $721-85.0% | $5,382-98.0% | $347-68.8% |