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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $11,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,176 | $52,467-74.9% | $57,196-77.0% | $55,167-76.1% |
| Participation rate | 19.5% | 75.8%-56.3pp | 75.3%-55.8pp | 69.0%-49.5pp |
| Annual return | 2.60% | 7.72%-5.1pp | 14.59%-12.0pp | 169.23%-166.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $468 | $2,830-83.5% | $3,096-84.9% | $3,054-84.7% |
| Admin fee / account holder | $306 | $269+13.8% | $3,141-90.2% | $504-39.2% |