Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $24,494 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,704 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $8,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,869 | $101,591-48.0% | $147,096-64.1% | $74,429-29.0% |
| Participation rate | 69.8% | 75.5%-5.7pp | 82.2%-12.4pp | 67.2%+2.6pp |
| Annual return | 16.99% | 8746.45%-8729.5pp | 419.75%-402.8pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $2,857 | $3,813-25.1% | $4,936-42.1% | $2,625+8.8% |
| Participant deferral / active EE | $5,755 | $7,302-21.2% | $8,071-28.7% | $4,348+32.4% |
| Admin fee / account holder | $222 | $1,750-87.3% | $13,005-98.3% | $1,944-88.6% |