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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 | $65,246+492.2% | $98,716+291.4% | $67,986+468.4% |
| Participation rate | 98.7% | 51.4%+47.3pp | 69.3%+29.4pp | 57.2%+41.5pp |
| Annual return | 8.58% | 20.58%-12.0pp | 31.81%-23.2pp | 31.67%-23.1pp |
| Employer contribution / active EE | $14,468 | $1,042+1288.5% | $2,279+535.0% | $2,019+616.7% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,561-100.0% | $8,703-100.0% | $3,203-100.0% |