Filed December 28, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
BENEFIT RESOURCES, INC.2+ years Filed as: BENEFIT RESOURCES, INC Service code 13 · EIN 62-1838285 | Contract Administrator | $12,145 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,375 | $74,089-10.4% | $133,975-50.5% | $55,167+20.3% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.1%+4.6pp | 69.0%+22.7pp |
| Annual return | 29.82% | 12.11%+17.7pp | 29.29%+0.5pp | 169.23%-139.4pp |
| Employer contribution / active EE | $2,613 | $3,064-14.7% | $5,211-49.9% | $1,963+33.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $44 | $458-90.3% | $9,324-99.5% | $504-91.2% |