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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $31,902 |
DR ADVISORY SERVICES1+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $22,398 |
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 | $43,748 | $50,464-13.3% | $75,784-42.3% | $52,331-16.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.13% | 1.03%-2.2pp | 9.68%-10.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,519 | $1,988+26.7% | $3,323-24.2% | $1,882+33.9% |
| Participant deferral / active EE | $1,317 | $2,570-48.8% | $3,652-63.9% | $3,022-56.4% |
| Admin fee / account holder | $164 | $1,103-85.2% | $5,300-96.9% | $592-72.4% |