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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 3501 MASONS MILL RD · HINTINGDON VALLEY, PA 19006 | Contract Administrator | $64,894 |
LPL FINANCIAL8 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $36,977 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $4,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,595 | $46,464+36.9% | $150,298-57.7% | $79,634-20.1% |
| Participation rate | 30.1% | 57.0%-26.9pp | 77.8%-47.7pp | 62.5%-32.4pp |
| Annual return | 12.81% | 27.89%-15.1pp | 62.79%-50.0pp | 36.46%-23.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,402 | $2,157-35.0% | $5,453-74.3% | $3,835-63.4% |
| Admin fee / account holder | $306 | $891-65.6% | $14,116-97.8% | $1,002-69.4% |