Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $72,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $100,319 | $37,039+170.8% | $147,618-32.0% | $59,188+69.5% |
| Participation rate | 16.3% | 63.8%-47.5pp | 84.6%-68.4pp | 69.4%-53.2pp |
| Annual return | 1.62% | 7.19%-5.6pp | 61.98%-60.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,409 | $2,094-32.7% | $4,895-71.2% | $3,265-56.8% |
| Admin fee / account holder | $91 | $60+51.1% | $11,612-99.2% | $92-1.4% |