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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $86,766 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,743 |
Service code 49 · EIN 36-3533281 | Other Services | $12,822 |
Filed as: THE BENEFITS CONSULTING GROUP, INC. Service code 49 · EIN 36-3533281 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $190,135 | $78,483+142.3% | $106,201+79.0% | $74,546+155.1% |
| Participation rate | 91.1% | 72.8%+18.3pp | 75.3%+15.8pp | 67.2%+23.9pp |
| Annual return | 11.50% | 15.94%-4.4pp | 116.26%-104.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $6,011 | $2,522+138.4% | $3,170+89.7% | $2,624+129.1% |
| Participant deferral / active EE | $8,603 | $4,320+99.1% | $5,012+71.6% | $4,347+97.9% |
| Admin fee / account holder | $573 | $2,236-74.4% | $11,039-94.8% | $1,944-70.5% |