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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $35,329 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,233 | $46,688-37.4% | $189,758-84.6% | $69,733-58.1% |
| Participation rate | 78.7% | 61.7%+17.0pp | 79.8%-1.1pp | 62.5%+16.2pp |
| Annual return | 13.42% | 14.35%-0.9pp | 52.62%-39.2pp | 15.22%-1.8pp |
| Employer contribution / active EE | $1,018 | $1,695-39.9% | $4,767-78.6% | $2,250-54.7% |
| Participant deferral / active EE | $1,569 | $2,143-26.8% | $5,856-73.2% | $3,054-48.6% |
| Admin fee / account holder | $262 | $1,700-84.6% | $20,388-98.7% | $3,102-91.5% |