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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,404 | $64,010+503.7% | $108,359+256.6% | $64,340+500.6% |
| Participation rate | 98.7% | 49.4%+49.4pp | 70.1%+28.6pp | 55.2%+43.5pp |
| Annual return | 8.58% | 19.74%-11.2pp | 36.89%-28.3pp | 24.14%-15.6pp |
| Employer contribution / active EE | $14,468 | $1,029+1306.4% | $2,399+503.0% | $1,862+677.2% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $9,741-100.0% | $3,703-100.0% |