Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $61,051 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,998 | $46,339+197.8% | $143,801-4.0% | $64,829+112.9% |
| Participation rate | 64.4% | 64.3%+0.2pp | 80.3%-15.9pp | 71.5%-7.1pp |
| Annual return | -13.38% | -10.05%-3.3pp | -0.04%-13.3pp | 32.85%-46.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $2,648-100.0% | $5,639-100.0% | $4,312-100.0% |
| Admin fee / account holder | $138 | $154-10.2% | $14,680-99.1% | $188-26.4% |