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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $543,940 |
Filed as: LAWRENCE C. MUSGROVE Service code 13 · EIN 20-1935452 | Contract Administrator | $213,015 |
BDO USA, LLP2 years Filed as: BDO Service code 13 · EIN 13-5381590 | Contract Administrator | $98,283 |
BENESYS, INC.3 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $81,480 |
BRIAN PATTEN ASSOCIATES1 year Service code 13 · EIN 81-3014928 | Contract Administrator | $75,000 |
COWDEN ASSOCIATES, INC.1 year Service code 13 · EIN 25-1750131 | Contract Administrator | $64,850 |
Filed as: WESTERN INTERNATIONAL Service code 13 · EIN 84-1314321 | Contract Administrator | $51,625 |
Filed as: GREGORY, MOORE, BROOKS Service code 13 · EIN 38-3093929 | Contract Administrator | $43,340 |
THE WAGNER LAW GROUP4 years Service code 13 · EIN 04-3323315 | Contract Administrator | $40,541 |
BECKERMAN & CO.1 year Service code 13 · EIN 26-3554645 | Contract Administrator | $28,375 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,743 | $89,433-89.1% | $82,763-88.2% | $89,433-89.1% |
| Participation rate | 68.7% | 71.3%-2.5pp | 72.6%-3.8pp | 71.3%-2.5pp |
| Annual return | -15.54% | -11.88%-3.7pp | 702.45%-718.0pp | -11.88%-3.7pp |
| Employer contribution / active EE | $1,014 | $3,021-66.4% | $3,008-66.3% | $3,021-66.4% |
| Participant deferral / active EE | $31 | $5,125-99.4% | $4,395-99.3% | $5,125-99.4% |
| Admin fee / account holder | $107 | $79+34.4% | $5,325-98.0% | $79+34.4% |