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| Provider | Service type | Compensation |
|---|---|---|
BPA OF WI A BENESYS COMPANY4+ years Filed as: BPA SERVICES LLC Service code 18 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Custodial (other than securities); Di... | $84,416 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $31,546 |
WAGNER & ZWERMAN LLP4+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD SUITE 202 · MELVILLE, NY 11747 | Accounting | $22,512 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,909 | $80,005-77.6% | $140,019-87.2% | $55,725-67.9% |
| Participation rate | 68.5% | 87.0%-18.5pp | 87.5%-19.0pp | 70.9%-2.3pp |
| Annual return | -6.47% | 0.46%-6.9pp | 651.17%-657.6pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,423 | $3,403-58.2% | $5,605-74.6% | $2,078-31.5% |
| Participant deferral / active EE | $664 | $5,264-87.4% | $6,927-90.4% | $3,356-80.2% |
| Admin fee / account holder | $230 | $116+98.7% | $10,705-97.9% | $115+99.5% |