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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA3 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $7,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,641 | $58,895-80.2% | $178,503-93.5% | $73,497-84.2% |
| Participation rate | 47.3% | 66.2%-18.9pp | 81.9%-34.6pp | 70.7%-23.4pp |
| Annual return | 23.40% | 24.86%-1.5pp | 151.12%-127.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,192 | $2,567-14.6% | $5,202-57.9% | $3,740-41.4% |
| Admin fee / account holder | $169 | $400-57.7% | $13,987-98.8% | $513-67.0% |