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| 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 | $92,076-47.9% | $105,608-54.6% | $77,714-38.2% |
| Participation rate | 95.1% | 81.0%+14.1pp | 75.3%+19.8pp | 70.6%+24.5pp |
| Annual return | 11.80% | 17.84%-6.0pp | 116.50%-104.7pp | 31.26%-19.5pp |
| Employer contribution / active EE | $3,611 | $3,370+7.1% | $3,167+14.0% | $2,727+32.4% |
| Participant deferral / active EE | $4,673 | $5,390-13.3% | $5,010-6.7% | $4,649+0.5% |
| Admin fee / account holder | $236 | $219+8.0% | $11,028-97.9% | $433-45.4% |