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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $22,747 |
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 | $1,930 | $52,722-96.3% | $90,461-97.9% | $73,412-97.4% |
| Participation rate | 87.6% | 67.7%+19.9pp | 72.7%+14.9pp | 72.2%+15.4pp |
| Annual return | -3.03% | 20.70%-23.7pp | 1294.76%-1297.8pp | 59.30%-62.3pp |
| Employer contribution / active EE | $377 | $1,872-79.9% | $3,264-88.5% | $2,234-83.1% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $56 | $117-52.4% | $5,617-99.0% | $158-64.8% |