Filed March 8, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $94,034 |
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 | $116,380 | $44,989+158.7% | $170,435-31.7% | $77,958+49.3% |
| Participation rate | 11.3% | 64.6%-53.3pp | 83.6%-72.3pp | 71.6%-60.4pp |
| Annual return | 13.43% | 19.61%-6.2pp | 205.94%-192.5pp | 20.87%-7.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $706 | $2,208-68.0% | $4,939-85.7% | $3,537-80.0% |
| Admin fee / account holder | $133 | $69+92.6% | $13,881-99.0% | $97+36.4% |