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| Provider | Service type | Compensation |
|---|---|---|
BENEFITWORKS1 year Filed as: BENEFITWORKS, INC. Service code 15 555 WILLOW ST. · LEBANON, PA 17046 | Recordkeeping | $27,933 |
Service code 15 · EIN 23-1928421 | Recordkeeping | $8,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,390 | $59,220+40.8% | $96,570-13.6% | $79,391+5.0% |
| Participation rate | 33.1% | 61.9%-28.8pp | 69.8%-36.8pp | 70.7%-37.7pp |
| Annual return | 16.41% | 27.08%-10.7pp | 37.79%-21.4pp | 116.88%-100.5pp |
| Employer contribution / active EE | $312 | $1,216-74.4% | $2,357-86.8% | $2,428-87.2% |
| Participant deferral / active EE | $1,395 | $2,948-52.7% | $3,849-63.8% | $4,046-65.5% |
| Admin fee / account holder | $612 | $659-7.0% | $6,182-90.1% | $627-2.3% |