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| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,307 | $45,900-51.4% | $94,057-76.3% | $64,340-65.3% |
| Participation rate | 58.5% | 50.6%+8.0pp | 73.3%-14.8pp | 55.2%+3.3pp |
| Annual return | 11.97% | 50.47%-38.5pp | 480.62%-468.6pp | 24.14%-12.2pp |
| Employer contribution / active EE | $327 | $1,612-79.7% | $2,933-88.9% | $1,862-82.5% |
| Participant deferral / active EE | $1,260 | $2,102-40.1% | $4,709-73.3% | $2,980-57.7% |
| Admin fee / account holder | $215 | $3,143-93.2% | $7,244-97.0% | $3,703-94.2% |