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 |
|---|---|---|
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 | $101,499+100.0% | $147,005+38.1% | $74,546+172.3% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.2%-6.4pp | 67.2%+8.6pp |
| Annual return | 13.86% | 8732.34%-8718.5pp | 418.76%-404.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,524 | $3,811-33.8% | $4,934-48.9% | $2,624-3.8% |
| Participant deferral / active EE | $6,853 | $7,304-6.2% | $8,070-15.1% | $4,347+57.6% |
| Admin fee / account holder | $1,065 | $1,748-39.0% | $13,006-91.8% | $1,944-45.2% |