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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $46,829 |
BENEFIT ASSOCIATES, INC.1+ years Service code 15 · EIN 95-3775762 | Recordkeeping | $5,075 |
Participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,460 | $75,388-72.9% | $123,552-83.4% | $55,725-63.3% |
| Participation rate | 81.5% | 75.7%+5.9pp | 82.3%-0.8pp | 70.9%+10.7pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.20%-119.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,091 | $5,651-80.7% | $6,426-83.0% | $3,356-67.5% |
| Admin fee / account holder | $3 | $120-97.4% | $9,285-100.0% | $115-97.3% |