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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT ADMINISTRATION INC Service code 13 | Contract Administrator | $5,149 |
Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $1,694 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $784 |
Filed as: BENEFIT ADMINISTRATION, INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 51914 | Contract Administrator | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,909 | $59,535-49.8% | $90,161-66.8% | $62,293-52.0% |
| Participation rate | 61.4% | 73.0%-11.7pp | 76.9%-15.5pp | 69.5%-8.1pp |
| Annual return | 17.17% | 23.53%-6.4pp | 34.89%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,073 | $4,639-55.3% | $5,287-60.8% | $3,169-34.6% |
| Admin fee / account holder | $20 | $337-94.0% | $5,943-99.7% | $479-95.8% |