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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP6+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $35,402 |
DR ADVISORY SERVICES6+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $19,368 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,939 | $69,383+16.7% | $101,271-20.1% | $73,493+10.1% |
| Participation rate | 80.7% | 68.4%+12.3pp | 75.8%+4.9pp | 70.7%+10.0pp |
| Annual return | 10.46% | 18.46%-8.0pp | 46.48%-36.0pp | 28.51%-18.1pp |
| Employer contribution / active EE | $6,205 | $2,628+136.1% | $3,660+69.5% | $2,270+173.3% |
| Participant deferral / active EE | $1,897 | $3,301-42.5% | $4,371-56.6% | $3,740-49.3% |
| Admin fee / account holder | $194 | $704-72.5% | $5,948-96.7% | $513-62.3% |