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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $3,458 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,670 | $62,132-63.5% | $185,823-87.8% | $73,488-69.2% |
| Participation rate | 25.5% | 67.8%-42.4pp | 78.0%-52.6pp | 70.7%-45.2pp |
| Annual return | 26.85% | 20.44%+6.4pp | 35.95%-9.1pp | 28.51%-1.7pp |
| Employer contribution / active EE | $900 | $1,681-46.5% | $4,087-78.0% | $2,270-60.3% |
| Participant deferral / active EE | $1,297 | $3,711-65.1% | $5,632-77.0% | $3,740-65.3% |
| Admin fee / account holder | $99 | $419-76.4% | $9,500-99.0% | $513-80.7% |