Filed December 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.3+ years Filed as: BENEFIT RESOURCES, INC Service code 13 · EIN 62-1838285 | Contract Administrator | $12,635 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,979 | $89,739-26.5% | $149,718-55.9% | $62,292+5.9% |
| Participation rate | 88.5% | 85.1%+3.4pp | 87.1%+1.4pp | 69.5%+19.0pp |
| Annual return | 12.03% | 21.01%-9.0pp | 1501.63%-1489.6pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,593 | $3,233-19.8% | $5,445-52.4% | $2,042+27.0% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $43 | $551-92.1% | $11,283-99.6% | $479-90.9% |