Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMIN., INC. Service code 13 · EIN 93-0446761 | Contract Administrator | $48,960 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 | Legal | $23,052 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 | Accounting | $18,281 |
ASSET STRATEGY CONSULTANTS1+ years Filed as: ASSET CONSULTING GROUP INC. Service code 27 · EIN 43-1512694 | Advisory (Plan) | $13,000 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 16 · EIN 35-2156428 | Consulting | $5,420 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,275 | $75,760-2.0% | $123,105-39.7% | $59,188+25.5% |
| Participation rate | 98.9% | 86.0%+12.8pp | 86.8%+12.1pp | 69.4%+29.5pp |
| Annual return | -0.99% | 2.93%-3.9pp | 13.22%-14.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $4,427 | $3,415+29.6% | $5,151-14.1% | $2,098+111.0% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $81 | $61+33.0% | $9,014-99.1% | $92-12.4% |