Filed December 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.4+ years Filed as: BENEFIT RESOURCES, INC Service code 13 · EIN 62-1838285 | Contract Administrator | $12,740 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $8,081 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,707 | $80,005-37.9% | $140,019-64.5% | $55,725-10.8% |
| Participation rate | 92.3% | 87.0%+5.3pp | 87.5%+4.8pp | 70.9%+21.4pp |
| Annual return | -6.63% | 0.46%-7.1pp | 651.17%-657.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $3,089 | $3,403-9.2% | $5,605-44.9% | $2,078+48.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $65 | $116-43.8% | $10,705-99.4% | $115-43.5% |