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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP2+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $5,524 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,121 | $37,044-59.2% | $71,796-78.9% | $57,658-73.8% |
| Participation rate | 27.3% | 61.1%-33.8pp | 69.1%-41.8pp | 70.2%-42.9pp |
| Annual return | 7.84% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $858 | $1,974-56.5% | $2,794-69.3% | $3,061-72.0% |
| Admin fee / account holder | $21 | $101-78.8% | $4,815-99.6% | $95-77.4% |