Filed May 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY8+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $63,134 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,491 | $47,766-78.0% | $82,744-87.3% | $64,819-83.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -16.15% | -13.06%-3.1pp | 702.22%-718.4pp | 32.84%-49.0pp |
| Employer contribution / active EE | $0 | $2,182-100.0% | $3,008-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $86 | $143-39.9% | $5,325-98.4% | $188-54.3% |