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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS RESOURCES, INC.1+ years Service code 16 13910 LAUREL LAKES AVE. · LAUREL, MD 20707 | Consulting | $19,991 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,362 |
UNIGLOBAL PENSION PLANNING, INC.1+ years Service code 13 10432 BALLS FORD ROAD · MANASSAS, VA 20109 | Contract Administrator | $2,749 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,926 |
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 | $28,085 | $70,002-59.9% | $115,037-75.6% | $52,331-46.3% |
| Participation rate | 79.5% | 72.1%+7.4pp | 81.4%-1.8pp | 68.1%+11.4pp |
| Annual return | 4.45% | 4.04%+0.4pp | 26.14%-21.7pp | 4.54%-0.1pp |
| Employer contribution / active EE | $1,014 | $2,715-62.7% | $4,608-78.0% | $1,882-46.1% |
| Participant deferral / active EE | $3,432 | $4,920-30.2% | $6,026-43.1% | $3,022+13.5% |
| Admin fee / account holder | $108 | $566-80.9% | $8,175-98.7% | $592-81.7% |