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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $26,370 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,404 | $50,919-71.7% | $155,556-90.7% | $77,762-81.5% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.0pp | 70.6%+21.7pp |
| Annual return | 10.35% | 34.84%-24.5pp | 64.84%-54.5pp | 31.27%-20.9pp |
| Employer contribution / active EE | $1,715 | $1,991-13.9% | $4,675-63.3% | $2,728-37.1% |
| Participant deferral / active EE | $2,169 | $2,824-23.2% | $5,631-61.5% | $4,651-53.4% |
| Admin fee / account holder | $50 | $437-88.5% | $15,885-99.7% | $433-88.4% |