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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $60,823 |
ALESCO ADVISORS9 years Filed as: ALESCO ADVISORS LLC Service code 26 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Advisory (Participants) | $48,930 |
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 | $43,651 | $55,470-21.3% | $155,556-71.9% | $74,478-41.4% |
| Participation rate | 80.8% | 61.9%+18.9pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 13.49% | 269.80%-256.3pp | 64.84%-51.3pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $5,114 | $2,267+125.6% | $4,675+9.4% | $2,626+94.7% |
| Participant deferral / active EE | $3,158 | $2,838+11.3% | $5,631-43.9% | $4,350-27.4% |
| Admin fee / account holder | $362 | $1,744-79.2% | $15,885-97.7% | $1,946-81.4% |