Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BPAS Service code 13 · EIN 16-1616474 | Contract Administrator | $58,068 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,223 | $47,173+180.3% | $149,740-11.7% | $74,478+77.5% |
| Participation rate | 77.2% | 63.4%+13.8pp | 78.8%-1.6pp | 70.7%+6.5pp |
| Annual return | 13.46% | 22.75%-9.3pp | 134.51%-121.1pp | 34.37%-20.9pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,683-100.0% | $4,530-100.0% |
| Admin fee / account holder | $119 | $343-65.3% | $13,222-99.1% | $347-65.7% |