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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL CONSULTANTS, INC. Service code 13 · EIN 33-0024795 2377 CRENSHAW BLVD., SUITE 350 · TORRANCE, CA 90501 | Contract Administrator | $2,250 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $236 |
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 | $178,615 | $77,638+130.1% | $156,551+14.1% | $62,881+184.1% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 6.10% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $6,477 | $3,444+88.1% | $5,501+17.7% | $2,281+184.0% |
| Participant deferral / active EE | $5,889 | $3,046+93.4% | $4,871+20.9% | $3,203+83.9% |
| Admin fee / account holder | $55 | $5,561-99.0% | $13,028-99.6% | $4,296-98.7% |