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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS INC Service code 13 · EIN 47-6132655 | Contract Administrator | $0 |
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 | $317,402 | $59,267+435.5% | $96,575+228.7% | $79,393+299.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 19.27% | 27.08%-7.8pp | 37.79%-18.5pp | 116.87%-97.6pp |
| Employer contribution / active EE | $12,731 | $1,216+947.1% | $2,357+440.2% | $2,428+424.4% |
| Participant deferral / active EE | $0 | $2,947-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |