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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,720 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,460 |
ELLIS BENEFITS GROUP, INC.6 years Filed as: ELLIS BENEFITS GROUP Service code 15 · EIN 62-1417683 | Recordkeeping | $7,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,955 | $101,591+99.8% | $147,096+38.0% | $74,429+172.7% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.2%-6.4pp | 67.2%+8.6pp |
| Annual return | 13.86% | 8746.45%-8732.6pp | 419.75%-405.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,524 | $3,813-33.8% | $4,936-48.9% | $2,625-3.9% |
| Participant deferral / active EE | $6,853 | $7,302-6.2% | $8,071-15.1% | $4,348+57.6% |
| Admin fee / account holder | $1,065 | $1,750-39.1% | $13,005-91.8% | $1,944-45.2% |