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| Provider | Service type | Compensation |
|---|---|---|
BH HARRIS1+ years Service code 53 · EIN 50-9768480 11416 ROYALSHIRE DRIVE · DALLAS, TX 75230 | Insurance Commissions | $36,645 |
BENEFIT SOURCE INC.1+ years Filed as: BENEFIT SOURCE INC Service code 14 · EIN 57-0556933 304 RIDGELAND DDRIVE · GREENVILLE, SC 29601 | Plan Administrator | $33,425 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,388-100.0% | $741,050-100.0% | $61,388-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 86.3%-86.3pp | 74.9%-74.9pp |
| Annual return | 0.00% | -18.84%+18.8pp | -17.37%+17.4pp | -18.84%+18.8pp |
| Employer contribution / active EE | $12,415 | $4,190+196.3% | $31,041-60.0% | $4,190+196.3% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $1,035-100.0% | $3,868-100.0% |
| Admin fee / account holder | $0 | $3,736-100.0% | $8,481-100.0% | $3,736-100.0% |