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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 | $43,496-32.8% | $161,489-81.9% | $64,340-54.6% |
| Participation rate | 78.7% | 53.5%+25.2pp | 78.7%0pp | 55.2%+23.4pp |
| Annual return | 13.42% | 20.76%-7.3pp | 89.72%-76.3pp | 24.14%-10.7pp |
| Employer contribution / active EE | $1,018 | $1,431-28.8% | $4,268-76.1% | $1,862-45.3% |
| Participant deferral / active EE | $1,569 | $1,996-21.4% | $5,630-72.1% | $2,980-47.3% |
| Admin fee / account holder | $262 | $2,330-88.7% | $16,006-98.4% | $3,703-92.9% |