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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.
Employer contribution per participant 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 | $47,553-53.1% | $136,867-83.7% | $69,733-68.0% |
| Participation rate | 58.5% | 61.4%-2.8pp | 74.5%-16.0pp | 62.5%-3.9pp |
| Annual return | 11.97% | -91.50%+103.5pp | 42.97%-31.0pp | 15.22%-3.3pp |
| Employer contribution / active EE | $327 | $2,087-84.4% | $3,547-90.8% | $2,250-85.5% |
| Participant deferral / active EE | $1,260 | $2,300-45.2% | $4,924-74.4% | $3,054-58.8% |
| Admin fee / account holder | $215 | $3,496-93.9% | $10,340-97.9% | $3,102-93.1% |