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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 | $61,590 |
LPL FINANCIAL5 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $52,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,371 | $46,325+13.1% | $143,788-63.6% | $64,814-19.2% |
| Participation rate | 43.2% | 64.2%-21.1pp | 80.3%-37.1pp | 71.5%-28.3pp |
| Annual return | -16.55% | -10.05%-6.5pp | -0.03%-16.5pp | 32.84%-49.4pp |
| Employer contribution / active EE | $601 | $1,911-68.5% | $4,952-87.9% | $2,507-76.0% |
| Participant deferral / active EE | $1,469 | $2,647-44.5% | $5,638-73.9% | $4,310-65.9% |
| Admin fee / account holder | $238 | $154+54.5% | $14,675-98.4% | $188+26.5% |