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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 | $360,809 | $54,193+565.8% | $93,669+285.2% | $77,714+364.3% |
| Participation rate | 97.2% | 63.9%+33.3pp | 68.7%+28.5pp | 70.6%+26.6pp |
| Annual return | 10.98% | 30.54%-19.6pp | 133.59%-122.6pp | 31.26%-20.3pp |
| Employer contribution / active EE | $14,484 | $1,168+1140.1% | $2,424+497.6% | $2,727+431.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,416-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,291-100.0% | $433-100.0% |