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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $18,146 |
STRATEGIC RETIREMENT PLANS2+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $17,215 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,281 | $46,100-64.7% | $86,582-81.2% | $69,631-76.6% |
| Participation rate | 45.3% | 67.2%-21.8pp | 73.5%-28.2pp | 70.7%-25.4pp |
| Annual return | 11.12% | 21.02%-9.9pp | 965.08%-954.0pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $755 | $2,432-69.0% | $3,609-79.1% | $3,224-76.6% |
| Admin fee / account holder | $156 | $94+66.8% | $4,904-96.8% | $110+41.7% |