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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 | $78,636+141.8% | $105,607+80.0% | $74,459+155.4% |
| Participation rate | 91.1% | 72.8%+18.3pp | 75.3%+15.8pp | 67.2%+23.9pp |
| Annual return | 11.50% | 15.96%-4.5pp | 116.11%-104.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $6,011 | $2,523+138.2% | $3,167+89.8% | $2,626+128.9% |
| Participant deferral / active EE | $8,603 | $4,322+99.1% | $5,011+71.7% | $4,350+97.8% |
| Admin fee / account holder | $573 | $2,220-74.2% | $10,958-94.8% | $1,945-70.6% |