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| Provider | Service type | Compensation |
|---|---|---|
BEMANAGED1+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 10 · EIN 59-3835428 | Accounting | $37,471 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,497 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,818 | $72,770-28.8% | $67,652-23.4% | $55,191-6.1% |
| Participation rate | 98.0% | 78.8%+19.3pp | 75.7%+22.4pp | 69.2%+28.9pp |
| Annual return | -0.61% | -3.26%+2.7pp | 6625.40%-6626.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,315 | $1,769+30.8% | $2,266+2.2% | $1,899+21.9% |
| Participant deferral / active EE | $3,781 | $3,408+11.0% | $3,560+6.2% | $3,046+24.1% |
| Admin fee / account holder | $98 | $79+25.0% | $4,821-98.0% | $91+8.5% |