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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP8+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $41,490 |
DR ADVISORY SERVICES8+ years Service code 26 · EIN 20-5173405 | Advisory (Participants) | $17,604 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,153 | $64,138+25.0% | $112,258-28.6% | $66,930+19.8% |
| Participation rate | 79.6% | 68.5%+11.1pp | 75.1%+4.5pp | 69.8%+9.8pp |
| Annual return | -15.39% | -13.81%-1.6pp | 27.47%-42.9pp | 1.57%-17.0pp |
| Employer contribution / active EE | $6,776 | $3,006+125.4% | $3,636+86.4% | $2,545+166.3% |
| Participant deferral / active EE | $2,325 | $3,694-37.1% | $4,728-50.8% | $4,238-45.1% |
| Admin fee / account holder | $218 | $625-65.1% | $6,411-96.6% | $593-63.3% |