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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $59,510 |
BEMANAGED8+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $2,187 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,158 | $72,303+5.3% | $86,698-12.2% | $64,824+17.5% |
| Participation rate | 99.1% | 80.4%+18.7pp | 76.6%+22.5pp | 71.5%+27.7pp |
| Annual return | -14.21% | 392.77%-407.0pp | 35.96%-50.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $2,479 | $2,393+3.6% | $2,837-12.6% | $2,507-1.1% |
| Participant deferral / active EE | $5,589 | $4,660+19.9% | $4,656+20.0% | $4,311+29.6% |
| Admin fee / account holder | $106 | $174-38.9% | $7,492-98.6% | $188-43.4% |