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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $6,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $14,310 | $31,388-54.4% | $73,550-80.5% | $62,293-77.0% |
| Participation rate | 32.5% | 39.9%-7.4pp | 54.9%-22.4pp | 69.5%-37.0pp |
| Annual return | 17.81% | 25.34%-7.5pp | -15.16%+33.0pp | 28.90%-11.1pp |
| Employer contribution / active EE | $176 | $498-64.6% | $1,219-85.5% | $2,042-91.4% |
| Participant deferral / active EE | $386 | $1,028-62.4% | $1,804-78.6% | $3,169-87.8% |
| Admin fee / account holder | $114 | $299-61.8% | $2,320-95.1% | $479-76.2% |