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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $28,347 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,141 | $55,437-47.4% | $155,534-81.3% | $74,459-60.9% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 16.45% | 269.58%-253.1pp | 64.92%-48.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $929 | $2,266-59.0% | $4,675-80.1% | $2,626-64.6% |
| Participant deferral / active EE | $1,546 | $2,837-45.5% | $5,630-72.5% | $4,350-64.4% |
| Admin fee / account holder | $248 | $1,742-85.8% | $15,900-98.4% | $1,945-87.2% |