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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,263 | $54,573+391.6% | $90,951+195.0% | $73,488+265.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 8.58% | 16.69%-8.1pp | 134.60%-126.0pp | 28.51%-19.9pp |
| Employer contribution / active EE | $10,439 | $991+953.0% | $2,122+392.0% | $2,270+359.9% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |