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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $29,964 |
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 | $79,804 | $59,231+34.7% | $90,223-11.5% | $52,331+52.5% |
| Participation rate | 75.7% | 75.0%+0.7pp | 79.0%-3.4pp | 68.1%+7.6pp |
| Annual return | -0.02% | 3.53%-3.5pp | 1.31%-1.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,256 | $3,391-33.5% | $4,378-48.5% | $1,882+19.9% |
| Participant deferral / active EE | $3,658 | $4,659-21.5% | $5,792-36.8% | $3,022+21.0% |
| Admin fee / account holder | $285 | $515-44.5% | $7,406-96.1% | $592-51.8% |