Filed December 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.1+ years Filed as: BENEFIT RESOURCES, INC Service code 13 · EIN 62-1838285 | Contract Administrator | $12,170 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,252 | $70,667-26.1% | $123,105-57.6% | $52,331-0.2% |
| Participation rate | 88.7% | 83.7%+5.0pp | 86.8%+2.0pp | 68.1%+20.6pp |
| Annual return | 29.79% | 6.23%+23.6pp | 13.22%+16.6pp | 4.54%+25.2pp |
| Employer contribution / active EE | $2,331 | $2,946-20.9% | $5,151-54.7% | $1,882+23.9% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $45 | $506-91.0% | $9,014-99.5% | $592-92.3% |