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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP4 years Service code 15 · EIN 23-2383285 | Recordkeeping | $2,044 |
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 | $37,398 | $49,138-23.9% | $84,021-55.5% | $65,185-42.6% |
| Participation rate | 9.9% | 60.7%-50.9pp | 69.0%-59.2pp | 70.2%-60.3pp |
| Annual return | 23.43% | 23.00%+0.4pp | 71.32%-47.9pp | 29.38%-6.0pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $424 | $2,397-82.3% | $3,239-86.9% | $3,514-87.9% |
| Admin fee / account holder | $58 | $543-89.3% | $6,102-99.0% | $847-93.1% |