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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 3501 MASONS MILL RD · HINTINGDON VALLEY, PA 19006 | Contract Administrator | $66,086 |
LPL FINANCIAL7 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $51,234 |
BAKER TILLY US, LLP2 years Service code 10 46 PUBLIC SQUARE · WILKES BARRE, PA 18701 | Accounting | $7,440 |
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 | $62,108 | $50,902+22.0% | $155,534-60.1% | $77,736-20.1% |
| Participation rate | 36.7% | 63.1%-26.3pp | 78.2%-41.5pp | 70.6%-33.8pp |
| Annual return | 13.12% | 34.85%-21.7pp | 64.92%-51.8pp | 31.26%-18.1pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,387 | $2,824-50.9% | $5,630-75.4% | $4,651-70.2% |
| Admin fee / account holder | $312 | $437-28.6% | $15,900-98.0% | $433-28.0% |