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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 | $45,343-35.5% | $150,298-80.6% | $67,986-57.0% |
| Participation rate | 78.7% | 51.9%+26.8pp | 77.8%+0.9pp | 57.2%+21.5pp |
| Annual return | 13.42% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $1,018 | $1,462-30.3% | $4,154-75.5% | $2,019-49.6% |
| Participant deferral / active EE | $1,569 | $2,055-23.6% | $5,453-71.2% | $3,358-53.3% |
| Admin fee / account holder | $262 | $2,250-88.3% | $14,116-98.1% | $3,203-91.8% |