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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC6+ years Service code 99 · EIN 27-3463733 | Other Fees | $80,865 |
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL CONSULTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $16,173 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 49 | Other Services | $2,122 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,891 | $79,438+145.3% | $106,551+82.9% | $79,393+145.5% |
| Participation rate | 95.4% | 74.2%+21.3pp | 76.1%+19.3pp | 70.7%+24.7pp |
| Annual return | 13.20% | 18.27%-5.1pp | 26.80%-13.6pp | 116.87%-103.7pp |
| Employer contribution / active EE | $5,994 | $2,235+168.2% | $2,819+112.6% | $2,428+146.9% |
| Participant deferral / active EE | $6,132 | $3,824+60.4% | $4,398+39.4% | $4,046+51.6% |
| Admin fee / account holder | $94 | $523-82.0% | $7,408-98.7% | $627-85.0% |