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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $61,089 |
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 | $29,040 | $61,172-52.5% | $185,851-84.4% | $79,389-63.4% |
| Participation rate | 72.6% | 66.6%+6.0pp | 81.7%-9.1pp | 70.7%+1.9pp |
| Annual return | 23.39% | 19.45%+3.9pp | 122.11%-98.7pp | 116.89%-93.5pp |
| Employer contribution / active EE | $771 | $2,321-66.8% | $5,168-85.1% | $2,428-68.2% |
| Participant deferral / active EE | $1,857 | $2,788-33.4% | $5,569-66.7% | $4,046-54.1% |
| Admin fee / account holder | $272 | $710-61.8% | $16,245-98.3% | $626-56.7% |