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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 | $43,749-33.2% | $158,223-81.5% | $65,306-55.2% |
| Participation rate | 78.7% | 56.9%+21.8pp | 79.2%-0.5pp | 57.7%+21.0pp |
| Annual return | 13.42% | 19.41%-6.0pp | 52.09%-38.7pp | 21.94%-8.5pp |
| Employer contribution / active EE | $1,018 | $1,497-32.0% | $4,109-75.2% | $1,967-48.2% |
| Participant deferral / active EE | $1,569 | $2,019-22.3% | $5,467-71.3% | $2,959-47.0% |
| Admin fee / account holder | $262 | $1,930-86.4% | $16,047-98.4% | $3,480-92.5% |