Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $85,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,325 | $37,213+185.7% | $156,551-32.1% | $63,975+66.2% |
| Participation rate | 14.4% | 65.0%-50.5pp | 84.0%-69.6pp | 71.1%-56.7pp |
| Annual return | 6.31% | 47.89%-41.6pp | 32.23%-25.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,190 | $2,070-42.5% | $4,871-75.6% | $3,356-64.5% |
| Admin fee / account holder | $111 | $56+96.6% | $13,028-99.2% | $70+57.2% |