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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $26,724 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $404 |
Filed as: ELLIS BENEFITS GROUP Service code 15 · EIN 62-1417683 | Recordkeeping | $270 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,196 | $89,652+24.0% | $141,197-21.2% | $65,186+70.6% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.5%-2.8pp | 70.2%+9.5pp |
| Annual return | 20.72% | 32.79%-12.1pp | 71.41%-50.7pp | 29.39%-8.7pp |
| Employer contribution / active EE | $2,221 | $3,065-27.5% | $4,736-53.1% | $2,177+2.0% |
| Participant deferral / active EE | $6,295 | $5,691+10.6% | $6,710-6.2% | $3,514+79.1% |
| Admin fee / account holder | $220 | $569-61.2% | $10,265-97.9% | $847-74.0% |