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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP8+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $9,186 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,060 | $60,989-86.8% | $60,906-86.8% | $66,938-88.0% |
| Participation rate | 96.4% | 74.5%+21.9pp | 73.1%+23.3pp | 69.8%+26.5pp |
| Annual return | -10.77% | -9.60%-1.2pp | 16.94%-27.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $1,719 | $2,661-35.4% | $2,703-36.4% | $2,545-32.5% |
| Participant deferral / active EE | $1,275 | $3,615-64.7% | $3,814-66.6% | $4,238-69.9% |
| Admin fee / account holder | $18 | $338-94.6% | $3,227-99.4% | $594-96.9% |