Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $25,151 |
STRATEGIC RETIREMENT PLANS10+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $21,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,307 | $47,105-52.6% | $68,368-67.4% | $67,986-67.2% |
| Participation rate | 58.5% | 51.8%+6.7pp | 73.8%-15.2pp | 57.2%+1.3pp |
| Annual return | 11.97% | 48.37%-36.4pp | 292.57%-280.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $327 | $1,859-82.4% | $2,649-87.7% | $2,019-83.8% |
| Participant deferral / active EE | $1,260 | $2,374-46.9% | $4,123-69.4% | $3,358-62.5% |
| Admin fee / account holder | $215 | $2,435-91.2% | $5,150-95.8% | $3,203-93.3% |