Filed January 15, 2018
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES LLC Service code 13 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Contract Administrator | $60,812 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 19 · EIN 06-0566090 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Securities Custodian | $3,565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,004 | $56,095-76.8% | $178,499-92.7% | $90,274-85.6% |
| Participation rate | 81.5% | 65.6%+16.0pp | 81.9%-0.4pp | 73.4%+8.2pp |
| Annual return | 14.13% | 28.81%-14.7pp | 151.10%-137.0pp | 53.97%-39.8pp |
| Employer contribution / active EE | $728 | $1,572-53.7% | $5,011-85.5% | $2,523-71.1% |
| Participant deferral / active EE | $1,195 | $2,669-55.2% | $5,202-77.0% | $4,231-71.7% |
| Admin fee / account holder | $51 | $101-49.7% | $13,986-99.6% | $114-55.6% |