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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 | $92,090-47.9% | $106,201-54.8% | $77,671-38.2% |
| Participation rate | 95.1% | 81.0%+14.1pp | 75.3%+19.8pp | 70.6%+24.5pp |
| Annual return | 11.80% | 17.89%-6.1pp | 116.26%-104.5pp | 31.21%-19.4pp |
| Employer contribution / active EE | $3,611 | $3,368+7.2% | $3,170+13.9% | $2,726+32.4% |
| Participant deferral / active EE | $4,673 | $5,386-13.2% | $5,012-6.8% | $4,648+0.5% |
| Admin fee / account holder | $236 | $219+8.0% | $11,039-97.9% | $430-45.1% |