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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $33,227 |
DR ADVISORY SERVICES5+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $18,935 |
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 | $77,633 | $63,114+23.0% | $92,903-16.4% | $65,185+19.1% |
| Participation rate | 62.1% | 68.8%-6.6pp | 76.0%-13.9pp | 70.2%-8.1pp |
| Annual return | 20.18% | 28.75%-8.6pp | 109.43%-89.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $3,902 | $2,571+51.8% | $3,653+6.8% | $2,177+79.3% |
| Participant deferral / active EE | $1,379 | $3,108-55.6% | $4,238-67.5% | $3,514-60.8% |
| Admin fee / account holder | $193 | $624-69.0% | $5,795-96.7% | $847-77.2% |