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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY1+ years Filed as: BPA SERVICES, LLC Service code 15 · EIN 16-1616474 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGTON VALLEY, PA 19006 | Recordkeeping | $15,740 |
Service code 10 · EIN 14-1624930 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $10,000 |
SUMMIT ACTUARIAL SERVICE1+ years Service code 11 · EIN 20-3838633 11 RACKET ROAD · NEWBURGH, NY 12550 | Actuarial | $7,000 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,820 | $39,859-72.9% | $78,676-86.2% | $57,658-81.2% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 0.81% | 18.96%-18.2pp | 62.19%-61.4pp | 5.13%-4.3pp |
| Employer contribution / active EE | $997 | $1,786-44.2% | $2,850-65.0% | $1,974-49.5% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $52 | $76-31.9% | $4,510-98.8% | $95-45.1% |