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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,597 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,192 |
Filed as: THE BENEFITS CONSULTING GROUP INC. Service code 49 · EIN 36-3533281 | Other Services | $3,858 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,999 | $92,186-47.9% | $105,624-54.6% | $77,762-38.3% |
| Participation rate | 95.1% | 81.0%+14.1pp | 75.3%+19.8pp | 70.6%+24.5pp |
| Annual return | 11.80% | 17.83%-6.0pp | 116.20%-104.4pp | 31.27%-19.5pp |
| Employer contribution / active EE | $3,611 | $3,376+7.0% | $3,168+14.0% | $2,728+32.4% |
| Participant deferral / active EE | $4,673 | $5,395-13.4% | $5,013-6.8% | $4,651+0.5% |
| Admin fee / account holder | $236 | $219+7.9% | $10,961-97.8% | $433-45.4% |