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| Provider | Service type | Compensation |
|---|---|---|
GAIL MILLS2+ years Filed as: GAIL WAKEFIELD KEY CONSULTING Service code 15 3 GARDNER STREET · SALEM, MA 01970 | Recordkeeping | $20,912 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC Service code 15 · EIN 16-1503696 | Recordkeeping | $4,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,421 | $37,213-42.4% | $156,551-86.3% | $63,975-66.5% |
| Participation rate | 8.4% | 65.0%-56.6pp | 84.0%-75.6pp | 71.1%-62.8pp |
| Annual return | 7.48% | 47.89%-40.4pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $243 | $2,070-88.2% | $4,871-95.0% | $3,356-92.7% |
| Admin fee / account holder | $186 | $56+229.8% | $13,028-98.6% | $70+163.7% |