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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $34,026 |
STRATEGIC RETIREMENT PLANS7+ years Service code 26 · EIN 16-1171298 | Advisory (Participants) | $21,794 |
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 | $21,888 | $51,226-57.3% | $82,744-73.5% | $66,938-67.3% |
| Participation rate | 60.6% | 67.9%-7.3pp | 72.6%-12.0pp | 69.8%-9.2pp |
| Annual return | -14.23% | -9.61%-4.6pp | 702.22%-716.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $210 | $2,612-92.0% | $3,008-93.0% | $2,545-91.8% |
| Participant deferral / active EE | $1,511 | $3,460-56.3% | $4,395-65.6% | $4,238-64.3% |
| Admin fee / account holder | $292 | $416-29.7% | $5,325-94.5% | $594-50.8% |