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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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,307 | $56,317-60.4% | $71,209-68.7% | $74,304-70.0% |
| Participation rate | 58.5% | 55.1%+3.4pp | 73.8%-15.2pp | 60.3%-1.8pp |
| Annual return | 11.97% | 42.83%-30.9pp | 282.51%-270.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $327 | $2,160-84.9% | $2,721-88.0% | $2,241-85.4% |
| Participant deferral / active EE | $1,260 | $2,788-54.8% | $4,175-69.8% | $3,767-66.6% |
| Admin fee / account holder | $215 | $2,290-90.6% | $5,349-96.0% | $2,969-92.8% |