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 | $40,802 |
ELLIS BENEFITS GROUP, INC.3 years Filed as: ELLIS BENEFITS GROUP Service code 15 · EIN 62-1417683 | Recordkeeping | $6,085 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $3,627 |
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 | $174,231 | $104,497+66.7% | $159,487+9.2% | $79,389+119.5% |
| Participation rate | 78.0% | 76.6%+1.4pp | 82.8%-4.8pp | 70.7%+7.3pp |
| Annual return | 15.35% | 67.98%-52.6pp | 263.71%-248.4pp | 116.89%-101.5pp |
| Employer contribution / active EE | $2,222 | $3,418-35.0% | $4,831-54.0% | $2,428-8.5% |
| Participant deferral / active EE | $6,116 | $6,468-5.4% | $7,354-16.8% | $4,046+51.2% |
| Admin fee / account holder | $414 | $711-41.8% | $10,804-96.2% | $626-33.9% |