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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SRVCS Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 135026374 | Contract Administrator | $31,117 |
FROST BANK10+ years Filed as: FROST NATIONAL BANK Service code 16 100 W. HOUSTON STREET · SAN ANTONIO, TX 78205 | Consulting | $27,213 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,930 | $50,919-58.9% | $155,556-86.5% | $77,762-73.1% |
| Participation rate | 88.6% | 63.1%+25.6pp | 78.2%+10.4pp | 70.6%+18.1pp |
| Annual return | 13.18% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $997 | $1,991-49.9% | $4,675-78.7% | $2,728-63.4% |
| Participant deferral / active EE | $1,723 | $2,824-39.0% | $5,631-69.4% | $4,651-63.0% |
| Admin fee / account holder | $135 | $437-69.1% | $15,885-99.1% | $433-68.8% |