Filed January 25, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS, INC.1+ years Service code 22 · EIN 39-1458932 | Insurance Broker | $2,950 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,817 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,598 | $63,905-63.1% | $74,184-68.2% | $57,658-59.1% |
| Participation rate | 84.1% | 79.8%+4.3pp | 76.6%+7.5pp | 70.2%+13.8pp |
| Annual return | 11.04% | 60.60%-49.6pp | 17.74%-6.7pp | 5.13%+5.9pp |
| Employer contribution / active EE | $430 | $1,840-76.6% | $2,370-81.9% | $1,974-78.2% |
| Participant deferral / active EE | $1,745 | $3,448-49.4% | $3,550-50.8% | $3,061-43.0% |
| Admin fee / account holder | $23 | $91-75.2% | $5,586-99.6% | $95-76.1% |