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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP2 years Service code 15 · EIN 23-2383285 | Recordkeeping | $2,060 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,622 | $51,466-46.3% | $78,778-64.9% | $62,293-55.7% |
| Participation rate | 17.5% | 59.8%-42.3pp | 69.2%-51.7pp | 69.5%-52.0pp |
| Annual return | 15.10% | 19.96%-4.9pp | 35.62%-20.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $599 | $2,147-72.1% | $2,958-79.7% | $3,169-81.1% |
| Admin fee / account holder | $54 | $489-88.9% | $5,134-98.9% | $479-88.7% |