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 | $53,825 |
LPL FINANCIAL1 year Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $35,659 |
INVEST FINANCIAL CORPORATION4+ years Service code 26 · EIN 74-2465849 8745 HENDERSON RD · TAMPA, FL 33634 | Advisory (Participants) | $7,167 |
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 | $36,320 | $45,382-20.0% | $154,111-76.4% | $75,289-51.8% |
| Participation rate | 43.3% | 65.9%-22.6pp | 83.0%-39.7pp | 72.4%-29.1pp |
| Annual return | -4.28% | -0.47%-3.8pp | 735.18%-739.5pp | -0.04%-4.2pp |
| Employer contribution / active EE | $665 | $1,533-56.6% | $5,298-87.5% | $2,405-72.4% |
| Participant deferral / active EE | $975 | $2,384-59.1% | $5,081-80.8% | $3,739-73.9% |
| Admin fee / account holder | $173 | $89+93.9% | $13,411-98.7% | $102+69.3% |