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| Provider | Service type | Compensation |
|---|---|---|
BEMANAGED10+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $32,789 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,215 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,020 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,214 | $89,123+6.8% | $102,460-7.1% | $77,762+22.4% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 13.81% | 25.05%-11.2pp | 29.47%-15.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,595 | $2,700-3.9% | $3,025-14.2% | $2,728-4.9% |
| Participant deferral / active EE | $6,189 | $5,148+20.2% | $5,056+22.4% | $4,651+33.1% |
| Admin fee / account holder | $82 | $236-65.1% | $9,460-99.1% | $433-81.0% |