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 |
|---|---|---|
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 15 · EIN 54-1521351 1523 HUGUENOT RAOD · MIDLOTHIAN, VA 23113 | Recordkeeping | $5,934 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,867 | $98,776-55.6% | $149,745-70.7% | $79,856-45.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.40% | 27.38%-15.0pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $3,252 | $3,217+1.1% | $4,646-30.0% | $2,471+31.6% |
| Participant deferral / active EE | $4,366 | $5,681-23.2% | $6,843-36.2% | $3,741+16.7% |
| Admin fee / account holder | $324 | $6,053-94.6% | $9,312-96.5% | $5,306-93.9% |