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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP3+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $32,952 |
DR ADVISORY SERVICES3+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $18,832 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $65,174 | $58,726+11.0% | $92,240-29.3% | $62,293+4.6% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.5%-7.7pp | 69.5%-0.8pp |
| Annual return | 15.28% | 43.62%-28.3pp | 176.29%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,880 | $2,392+62.2% | $3,680+5.5% | $2,042+90.0% |
| Participant deferral / active EE | $1,748 | $2,766-36.8% | $3,897-55.1% | $3,169-44.8% |
| Admin fee / account holder | $186 | $556-66.5% | $5,194-96.4% | $479-61.1% |