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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $7,042 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,221 | $45,825-42.8% | $90,657-71.1% | $56,289-53.4% |
| Participation rate | 36.8% | 66.7%-29.9pp | 74.0%-37.2pp | 69.9%-33.0pp |
| Annual return | -6.44% | 38.64%-45.1pp | 1.89%-8.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $684 | $2,562-73.3% | $3,424-80.0% | $3,350-79.6% |
| Admin fee / account holder | $70 | $413-83.1% | $4,994-98.6% | $521-86.6% |