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 | $57,674 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 19 · EIN 06-0566090 11225 NORTH COMMUNITY · CHARLOTTE, NC 28277 | Securities Custodian | $3,358 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,695 | $67,512-79.7% | $185,849-92.6% | $93,010-85.3% |
| Participation rate | 73.1% | 67.1%+5.9pp | 81.7%-8.6pp | 73.9%-0.8pp |
| Annual return | 11.23% | 21.04%-9.8pp | 122.10%-110.9pp | 158.70%-147.5pp |
| Employer contribution / active EE | $786 | $1,783-55.9% | $5,169-84.8% | $2,705-70.9% |
| Participant deferral / active EE | $1,388 | $3,035-54.3% | $5,569-75.1% | $4,561-69.6% |
| Admin fee / account holder | $43 | $318-86.5% | $16,244-99.7% | $152-71.7% |