Filed May 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY10+ years Filed as: BPA - HAND BENEFITS & TRUST COMPANY Service code 15 820 GESSNER ROAD · HOUSTON, TX 77024 | Recordkeeping | $39,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,994 | $64,640-66.0% | $81,780-73.1% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.4%-72.4pp | - |
| Annual return | 4.63% | 13.47%-8.8pp | 776.27%-771.6pp | - |
| Employer contribution / active EE | $0 | $3,040-100.0% | $2,914-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $4,321-100.0% | - |
| Admin fee / account holder | $493 | $2,218-77.8% | $7,384-93.3% | - |