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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 14 · EIN 16-1503696 | Plan Administrator | $19,946 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,475 | $46,688-73.3% | $189,758-93.4% | $69,733-82.1% |
| Participation rate | 96.3% | 61.7%+34.6pp | 79.8%+16.5pp | 62.5%+33.8pp |
| Annual return | 11.76% | 14.35%-2.6pp | 52.62%-40.9pp | 15.22%-3.5pp |
| Employer contribution / active EE | $887 | $1,695-47.7% | $4,767-81.4% | $2,250-60.6% |
| Participant deferral / active EE | $1,152 | $2,143-46.2% | $5,856-80.3% | $3,054-62.3% |
| Admin fee / account holder | $117 | $1,700-93.1% | $20,388-99.4% | $3,102-96.2% |