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| Provider | Service type | Compensation |
|---|---|---|
BEMANAGED7+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $50,440 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $41,503 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,598 | $185,342-53.3% | $111,308-22.2% | $86,821-0.3% |
| Participation rate | 98.9% | 81.0%+17.9pp | 77.3%+21.6pp | 72.3%+26.6pp |
| Annual return | 14.42% | 500.80%-486.4pp | 54.67%-40.2pp | 97.94%-83.5pp |
| Employer contribution / active EE | $2,368 | $2,246+5.4% | $2,732-13.3% | $2,406-1.6% |
| Participant deferral / active EE | $5,291 | $4,458+18.7% | $4,487+17.9% | $4,132+28.1% |
| Admin fee / account holder | $116 | $255-54.5% | $7,965-98.5% | $170-31.4% |