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| 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 | $44,230 |
INVEST FINANCIAL CORPORATION2+ years Service code 26 · EIN 74-2465849 8745 HENDERSON RD · TAMPA, FL 33634 | Advisory (Participants) | $34,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,487 | $37,213-28.8% | $156,551-83.1% | $63,975-58.6% |
| Participation rate | 46.3% | 65.0%-18.6pp | 84.0%-37.7pp | 71.1%-24.8pp |
| Annual return | 7.26% | 47.89%-40.6pp | 32.23%-25.0pp | 48.65%-41.4pp |
| Employer contribution / active EE | $567 | $1,357-58.2% | $5,501-89.7% | $2,182-74.0% |
| Participant deferral / active EE | $923 | $2,070-55.4% | $4,871-81.1% | $3,356-72.5% |
| Admin fee / account holder | $116 | $56+105.2% | $13,028-99.1% | $70+64.1% |