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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $25,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,422 | $61,391-53.7% | $149,723-81.0% | $71,529-60.3% |
| Participation rate | 80.7% | 62.5%+18.1pp | 78.8%+1.9pp | 67.9%+12.7pp |
| Annual return | 9.86% | 35.88%-26.0pp | 134.50%-124.6pp | 28.97%-19.1pp |
| Employer contribution / active EE | $1,031 | $2,384-56.8% | $4,821-78.6% | $2,590-60.2% |
| Participant deferral / active EE | $1,773 | $2,921-39.3% | $5,682-68.8% | $4,291-58.7% |
| Admin fee / account holder | $253 | $1,264-80.0% | $13,215-98.1% | $1,588-84.0% |