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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,238 |
ELLIS BENEFITS GROUP, INC.2 years Filed as: ELLIS BENEFITS GROUP Service code 15 · EIN 62-1417683 | Recordkeeping | $1,846 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $1,616 |
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 | $151,675 | $99,957+51.7% | $149,745+1.3% | $73,497+106.4% |
| Participation rate | 79.5% | 75.7%+3.8pp | 82.5%-3.0pp | 70.7%+8.8pp |
| Annual return | 21.87% | 53.87%-32.0pp | 276.72%-254.8pp | 28.51%-6.6pp |
| Employer contribution / active EE | $1,848 | $3,191-42.1% | $4,646-60.2% | $2,270-18.6% |
| Participant deferral / active EE | $6,105 | $6,073+0.5% | $6,843-10.8% | $3,740+63.2% |
| Admin fee / account holder | $294 | $551-46.6% | $9,312-96.8% | $513-42.7% |