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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,661 |
BENEFIT ASSOCIATES, INC.1 year Service code 15 · EIN 95-3775762 | Recordkeeping | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,553 | $89,652-62.6% | $141,197-76.2% | $65,186-48.5% |
| Participation rate | 50.7% | 74.7%-24.0pp | 82.5%-31.8pp | 70.2%-19.5pp |
| Annual return | 1106.13% | 32.79%+1073.3pp | 71.41%+1034.7pp | 29.39%+1076.7pp |
| Employer contribution / active EE | $1,682 | $3,065-45.1% | $4,736-64.5% | $2,177-22.7% |
| Participant deferral / active EE | $2,629 | $5,691-53.8% | $6,710-60.8% | $3,514-25.2% |
| Admin fee / account holder | $80 | $569-85.9% | $10,265-99.2% | $847-90.5% |