Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $43,749-71.5% | $158,223-92.1% | $65,306-80.9% |
| Participation rate | 96.3% | 56.9%+39.4pp | 79.2%+17.1pp | 57.7%+38.6pp |
| Annual return | 11.76% | 19.41%-7.6pp | 52.09%-40.3pp | 21.94%-10.2pp |
| Employer contribution / active EE | $887 | $1,497-40.8% | $4,109-78.4% | $1,967-54.9% |
| Participant deferral / active EE | $1,152 | $2,019-42.9% | $5,467-78.9% | $2,959-61.1% |
| Admin fee / account holder | $117 | $1,930-93.9% | $16,047-99.3% | $3,480-96.6% |