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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.3+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 14 · EIN 20-0188125 | Plan Administrator | $24,000 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $21,493 |
KERBER, ECK & BRAECKEL LLP3+ years Service code 10 · EIN 43-0352985 | Accounting | $14,776 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,638 | $43,999-94.0% | $79,476-96.7% | $55,725-95.3% |
| Participation rate | 99.8% | 66.9%+32.9pp | 73.3%+26.5pp | 70.9%+29.0pp |
| Annual return | 5.09% | 1.81%+3.3pp | 718.21%-713.1pp | 244.93%-239.8pp |
| Employer contribution / active EE | $1,766 | $1,830-3.5% | $2,800-36.9% | $2,078-15.0% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $43 | $118-63.1% | $5,113-99.2% | $115-62.4% |