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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY BENEFITS GROUP, INC. Service code 99 · EIN 87-3709842 | Other Fees | $45,770 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $31,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,613 | $73,149-30.8% | $120,574-58.0% | $77,736-34.9% |
| Participation rate | 36.6% | 55.2%-18.6pp | 71.9%-35.4pp | 70.6%-34.0pp |
| Annual return | 12.32% | 18.24%-5.9pp | 107.42%-95.1pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,017 | $1,793-43.3% | $3,471-70.7% | $2,728-62.7% |
| Participant deferral / active EE | $1,985 | $3,006-33.9% | $4,996-60.3% | $4,651-57.3% |
| Admin fee / account holder | $246 | $660-62.7% | $9,445-97.4% | $433-43.2% |