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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 15 · EIN 54-1521351 1523 HUGUENOT RAOD · MIDLOTHIAN, VA 23113 | Recordkeeping | $1,161 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $105,200-100.0% | $159,474-100.0% | $85,847-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 13.91% | 45.08%-31.2pp | 263.68%-249.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,778 | $3,319-16.3% | $4,831-42.5% | $2,565+8.3% |
| Participant deferral / active EE | $3,467 | $5,946-41.7% | $7,353-52.8% | $3,952-12.3% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |