Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $74,376 |
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.
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 | $123,154 | $47,456+159.5% | $172,757-28.7% | $77,775+58.3% |
| Participation rate | 10.1% | 66.3%-56.1pp | 82.6%-72.5pp | 73.2%-63.1pp |
| Annual return | 15.07% | 35.57%-20.5pp | 803.06%-788.0pp | 32.58%-17.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $124 | $81+53.6% | $13,956-99.1% | $100+24.1% |