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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $31,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,796 | $65,125-61.9% | $143,797-82.8% | $66,949-63.0% |
| Participation rate | 79.4% | 65.2%+14.2pp | 80.3%-0.9pp | 69.8%+9.6pp |
| Annual return | -7.10% | -11.13%+4.0pp | -0.04%-7.1pp | 1.57%-8.7pp |
| Employer contribution / active EE | $796 | $2,362-66.3% | $4,952-83.9% | $2,545-68.7% |
| Participant deferral / active EE | $2,010 | $2,920-31.2% | $5,638-64.3% | $4,239-52.6% |
| Admin fee / account holder | $253 | $503-49.7% | $14,679-98.3% | $594-57.4% |