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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 | $51,571 |
INVEST FINANCIAL CORPORATION3+ years Service code 26 · EIN 74-2465849 8745 HENDERSON RD · TAMPA, FL 33634 | Advisory (Participants) | $39,313 |
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 | $37,890 | $44,989-15.8% | $170,435-77.8% | $77,958-51.4% |
| Participation rate | 45.2% | 64.6%-19.4pp | 83.6%-38.4pp | 71.6%-26.4pp |
| Annual return | 16.58% | 19.61%-3.0pp | 205.94%-189.4pp | 20.87%-4.3pp |
| Employer contribution / active EE | $656 | $1,466-55.2% | $5,432-87.9% | $2,310-71.6% |
| Participant deferral / active EE | $960 | $2,208-56.5% | $4,939-80.6% | $3,537-72.9% |
| Admin fee / account holder | $163 | $69+135.8% | $13,881-98.8% | $97+66.9% |