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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP2 years Service code 13 · EIN 23-2383285 | Contract Administrator | $5,398 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,692 | $62,928-91.0% | $172,753-96.7% | $67,582-91.6% |
| Participation rate | 83.9% | 64.5%+19.4pp | 82.6%+1.3pp | 71.3%+12.6pp |
| Annual return | 6.31% | 30.36%-24.0pp | 803.00%-796.7pp | 378.57%-372.3pp |
| Employer contribution / active EE | $812 | $1,636-50.4% | $5,144-84.2% | $2,148-62.2% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $10 | $167-93.9% | $13,956-99.9% | $142-92.9% |