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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP1+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $3,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,311 | $42,546-38.2% | $71,796-63.4% | $55,167-52.3% |
| Participation rate | 15.8% | 59.1%-43.3pp | 69.1%-53.3pp | 69.0%-53.2pp |
| Annual return | 6.83% | 12.36%-5.5pp | 78.04%-71.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $682 | $2,064-66.9% | $2,794-75.6% | $3,054-77.7% |
| Admin fee / account holder | $124 | $650-80.9% | $4,815-97.4% | $504-75.4% |