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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 14 · EIN 16-1503696 | Plan Administrator | $1,210 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,243 | $85,171-89.1% | $172,753-94.6% | $72,976-87.3% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | -1.07% | 27.32%-28.4pp | 803.00%-804.1pp | 81.02%-82.1pp |
| Employer contribution / active EE | $525 | $3,324-84.2% | $5,144-89.8% | $2,440-78.5% |
| Participant deferral / active EE | $733 | $3,260-77.5% | $5,198-85.9% | $3,608-79.7% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,956-99.9% | $5,124-99.7% |