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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $38,222 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,926 | $37,117-62.5% | $147,617-90.6% | $55,191-74.8% |
| Participation rate | 94.6% | 63.6%+31.0pp | 84.6%+10.0pp | 69.2%+25.5pp |
| Annual return | -0.76% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,356 | $1,620-16.3% | $5,564-75.6% | $1,899-28.6% |
| Participant deferral / active EE | $1,469 | $1,985-26.0% | $4,895-70.0% | $3,046-51.8% |
| Admin fee / account holder | $127 | $86+47.9% | $11,612-98.9% | $91+39.4% |