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| Provider | Service type | Compensation |
|---|---|---|
FLEXIBLE BENEFITS SYSTEMS, INC.2+ years Service code 15 · EIN 34-1722481 | Recordkeeping | $6,371 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,075 | $60,165-78.3% | $74,183-82.4% | $55,167-76.3% |
| Participation rate | 41.7% | 74.2%-32.5pp | 76.6%-35.0pp | 69.0%-27.3pp |
| Annual return | 9.53% | 10.00%-0.5pp | 17.74%-8.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,039 | $2,973-65.0% | $3,550-70.7% | $3,054-66.0% |
| Admin fee / account holder | $160 | $419-61.7% | $5,586-97.1% | $504-68.2% |