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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY2+ years Filed as: BPA SERVICES LLC Service code 18 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Direct payment from the plan; Custodi... | $100,162 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $90,174 |
WAGNER & ZWERMAN LLP2+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $28,793 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,390 | $71,802-80.0% | $133,975-89.3% | $57,658-75.0% |
| Participation rate | 69.9% | 85.5%-15.6pp | 87.1%-17.2pp | 70.2%-0.3pp |
| Annual return | 5.81% | 13.51%-7.7pp | 29.29%-23.5pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,408 | $3,161-55.5% | $5,211-73.0% | $1,974-28.6% |
| Participant deferral / active EE | $625 | $4,606-86.4% | $6,282-90.0% | $3,061-79.6% |
| Admin fee / account holder | $351 | $88+300.3% | $9,324-96.2% | $95+271.2% |