Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $86,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,590 | $45,382+143.7% | $154,110-28.2% | $75,289+46.9% |
| Participation rate | 11.2% | 65.9%-54.7pp | 83.0%-71.8pp | 72.4%-61.2pp |
| Annual return | -1.88% | -0.47%-1.4pp | 735.22%-737.1pp | -0.04%-1.8pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $136 | $89+52.1% | $13,412-99.0% | $102+32.8% |