Filed January 18, 2024
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FIDUCIARY GROUP LLC2+ years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $11,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 5.57% | 12.23%-6.7pp | 10.36%-4.8pp | 13.95%-8.4pp |
| Employer contribution / active EE | $6,947 | $18,059-61.5% | $37,738-81.6% | $16,598-58.1% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |