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| Provider | Service type | Compensation |
|---|---|---|
INNOVATIVE INVESTMENT FIDUCIARIES10+ years Service code 26 · EIN 45-3764090 | Advisory (Participants) | $51,898 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 13 · EIN 16-1065416 | Contract Administrator | $30,154 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,834 | $50,919+41.1% | $155,556-53.8% | $77,762-7.6% |
| Participation rate | 81.2% | 63.1%+18.1pp | 78.2%+3.0pp | 70.6%+10.6pp |
| Annual return | 14.19% | 34.84%-20.6pp | 64.84%-50.7pp | 31.27%-17.1pp |
| Employer contribution / active EE | $2,290 | $1,991+15.0% | $4,675-51.0% | $2,728-16.0% |
| Participant deferral / active EE | $4,205 | $2,824+48.9% | $5,631-25.3% | $4,651-9.6% |
| Admin fee / account holder | $194 | $437-55.7% | $15,885-98.8% | $433-55.3% |