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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA6 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $6,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,017 | $61,391-93.5% | $149,723-97.3% | $71,529-94.4% |
| Participation rate | 42.1% | 62.5%-20.5pp | 78.8%-36.7pp | 67.9%-25.9pp |
| Annual return | 17.16% | 35.88%-18.7pp | 134.50%-117.3pp | 28.97%-11.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $849 | $2,921-70.9% | $5,682-85.1% | $4,291-80.2% |
| Admin fee / account holder | $98 | $1,264-92.3% | $13,215-99.3% | $1,588-93.8% |