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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $14,591 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,788 | $50,637-96.5% | $86,582-97.9% | $62,293-97.1% |
| Participation rate | 86.6% | 67.9%+18.7pp | 73.5%+13.1pp | 69.5%+17.1pp |
| Annual return | 3.60% | 20.80%-17.2pp | 965.08%-961.5pp | 28.90%-25.3pp |
| Employer contribution / active EE | $351 | $2,075-83.1% | $2,839-87.6% | $2,042-82.8% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $42 | $413-89.9% | $4,904-99.1% | $479-91.3% |