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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 12 · EIN 16-1503696 | Claims processing; Investment advisor... | $15,818 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,148 | $91,198-73.5% | $178,503-86.5% | $79,856-69.8% |
| Participation rate | 37.1% | 69.2%-32.1pp | 81.9%-44.8pp | 69.6%-32.5pp |
| Annual return | 1.58% | 24.20%-22.6pp | 151.12%-149.5pp | 31.71%-30.1pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $536 | $3,237-83.4% | $5,202-89.7% | $3,741-85.7% |
| Admin fee / account holder | $412 | $6,748-93.9% | $13,987-97.1% | $5,306-92.2% |