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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $6,221 |
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,102 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,830 | $46,332-55.0% | $143,797-85.5% | $64,824-67.9% |
| Participation rate | 79.0% | 64.2%+14.7pp | 80.3%-1.3pp | 71.5%+7.5pp |
| Annual return | 124.00% | -10.05%+134.1pp | -0.04%+124.0pp | 32.84%+91.2pp |
| Employer contribution / active EE | $1,971 | $1,911+3.2% | $4,952-60.2% | $2,507-21.4% |
| Participant deferral / active EE | $1,282 | $2,647-51.6% | $5,638-77.3% | $4,311-70.3% |
| Admin fee / account holder | $33 | $154-78.9% | $14,679-99.8% | $188-82.7% |