Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 3501 MASONS MILL RD · HINTINGDON VALLEY, PA 19006 | Contract Administrator | $43,508 |
INVEST FINANCIAL CORPORATION1+ years Service code 26 · EIN 74-2465849 8745 HENDERSON RD · TAMPA, FL 33634 | Advisory (Participants) | $33,417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,699 | $37,039-17.1% | $147,617-79.2% | $59,188-48.1% |
| Participation rate | 44.8% | 63.8%-19.0pp | 84.6%-39.9pp | 69.4%-24.7pp |
| Annual return | 2.30% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.2pp |
| Employer contribution / active EE | $701 | $1,353-48.2% | $5,564-87.4% | $2,098-66.6% |
| Participant deferral / active EE | $848 | $2,094-59.5% | $4,895-82.7% | $3,265-74.0% |
| Admin fee / account holder | $140 | $60+133.1% | $11,612-98.8% | $92+52.2% |