Filed May 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY6+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $58,354 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,548 | $52,722-74.3% | $90,440-85.0% | $73,412-81.5% |
| Participation rate | 98.4% | 67.7%+30.7pp | 72.7%+25.7pp | 72.2%+26.2pp |
| Annual return | 12.47% | 20.70%-8.2pp | 1294.38%-1281.9pp | 59.30%-46.8pp |
| Employer contribution / active EE | $1,103 | $1,872-41.1% | $3,263-66.2% | $2,234-50.6% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $80 | $117-31.2% | $5,615-98.6% | $158-49.1% |