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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP7+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $23,288 |
Employer contribution per participant 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 | $2,072 | $47,766-95.7% | $82,763-97.5% | $64,824-96.8% |
| Participation rate | 89.0% | 67.7%+21.3pp | 72.6%+16.4pp | 71.5%+17.5pp |
| Annual return | -7.09% | -13.06%+6.0pp | 702.45%-709.5pp | 32.84%-39.9pp |
| Employer contribution / active EE | $240 | $2,182-89.0% | $3,008-92.0% | $2,507-90.4% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $52 | $143-63.6% | $5,325-99.0% | $188-72.3% |