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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $28,356 |
STRATEGIC RETIREMENT PLANS6+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $21,251 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,121 | $63,768-74.7% | $98,477-83.6% | $79,393-79.7% |
| Participation rate | 67.6% | 69.9%-2.2pp | 73.3%-5.7pp | 70.7%-3.1pp |
| Annual return | 24.78% | 626.18%-601.4pp | 1493.59%-1468.8pp | 116.87%-92.1pp |
| Employer contribution / active EE | $220 | $2,558-91.4% | $2,961-92.6% | $2,428-91.0% |
| Participant deferral / active EE | $1,441 | $3,305-56.4% | $4,276-66.3% | $4,046-64.4% |
| Admin fee / account holder | $158 | $516-69.4% | $5,951-97.3% | $627-74.8% |