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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP10+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $38,862 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,445 | $54,705-95.5% | $71,209-96.6% | $84,808-97.1% |
| Participation rate | 91.7% | 64.1%+27.6pp | 73.8%+17.9pp | 68.3%+23.4pp |
| Annual return | 3.75% | 35.90%-32.1pp | 282.51%-278.8pp | 40.90%-37.1pp |
| Employer contribution / active EE | $695 | $2,158-67.8% | $2,721-74.5% | $2,631-73.6% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $87 | $4,863-98.2% | $5,349-98.4% | $7,344-98.8% |