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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,690 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $23,004 |
BENEFITS2 ADMINISTRATORS LLC3 years Filed as: BENEFITS 2 ADMINISTRATORS, LLC Service code 13 301 MEADOW RIDGE LN · EAGLE ID, ID 83616 | Contract Administrator | $6,228 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,398 | $82,133-45.9% | $147,318-69.9% | $64,097-30.7% |
| Participation rate | 96.9% | 62.3%+34.6pp | 82.1%+14.8pp | 55.2%+41.7pp |
| Annual return | 26.68% | 78.78%-52.1pp | 70.43%-43.7pp | 34.64%-8.0pp |
| Employer contribution / active EE | $4,405 | $2,872+53.4% | $4,593-4.1% | $1,891+132.9% |
| Participant deferral / active EE | $7,939 | $5,407+46.8% | $7,906+0.4% | $3,080+157.8% |
| Admin fee / account holder | $252 | $3,730-93.2% | $13,708-98.2% | $3,454-92.7% |