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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-6132655 | 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 | $267,725 | $49,138+444.8% | $84,021+218.6% | $65,185+310.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 5.56% | 23.00%-17.4pp | 71.32%-65.8pp | 29.38%-23.8pp |
| Employer contribution / active EE | $9,883 | $914+981.6% | $1,984+398.2% | $2,177+354.0% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |