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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS4+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 13 · EIN 32-7481187 | Contract Administrator | $6,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $27,763 | $37,196-25.4% | $154,111-82.0% | $55,725-50.2% |
| Participation rate | 0.0% | 64.1%-64.1pp | 83.0%-83.0pp | 70.9%-70.9pp |
| Annual return | 0.16% | 1319.68%-1319.5pp | 735.18%-735.0pp | 244.93%-244.8pp |
| Employer contribution / active EE | $633 | $1,614-60.8% | $5,298-88.0% | $2,078-69.5% |
| Participant deferral / active EE | $885 | $2,068-57.2% | $5,081-82.6% | $3,356-73.6% |
| Admin fee / account holder | $28 | $102-72.5% | $13,411-99.8% | $115-75.8% |