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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 | $61,607 |
LPL FINANCIAL6 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $50,970 |
BAKER TILLY US, LLP1 year Service code 10 46 PUBLIC SQUARE · WILKES BARRE, PA 18701 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,082 | $47,135+25.3% | $149,717-60.5% | $74,440-20.6% |
| Participation rate | 40.2% | 63.4%-23.2pp | 78.8%-38.5pp | 70.7%-30.5pp |
| Annual return | 17.02% | 22.75%-5.7pp | 134.41%-117.4pp | 34.37%-17.4pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,483 | $2,728-45.7% | $5,682-73.9% | $4,529-67.3% |
| Admin fee / account holder | $275 | $343-19.8% | $13,213-97.9% | $348-20.9% |