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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,299 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,966 |
BENEFIT ASSOCIATES, INC.2 years Service code 15 · EIN 95-3775762 | Recordkeeping | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,787 | $99,957-55.2% | $149,745-70.1% | $73,497-39.1% |
| Participation rate | 67.8% | 75.7%-7.9pp | 82.5%-14.7pp | 70.7%-2.9pp |
| Annual return | 54.79% | 53.87%+0.9pp | 276.72%-221.9pp | 28.51%+26.3pp |
| Employer contribution / active EE | $1,380 | $3,191-56.8% | $4,646-70.3% | $2,270-39.2% |
| Participant deferral / active EE | $3,612 | $6,073-40.5% | $6,843-47.2% | $3,740-3.4% |
| Admin fee / account holder | $155 | $551-71.9% | $9,312-98.3% | $513-69.8% |