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| Provider | Service type | Compensation |
|---|---|---|
BANKERS LIFE ADVISORY SERVICES, INC1 year Service code 13 · EIN 47-1590388 | Contract Administrator | $27,940 |
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 | Contract Administrator | $18,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,897 | $70,908+29.6% | $98,907-7.1% | $73,488+25.1% |
| Participation rate | 56.2% | 73.8%-17.6pp | 76.0%-19.8pp | 70.7%-14.5pp |
| Annual return | 7.01% | 34.17%-27.2pp | 196.43%-189.4pp | 28.51%-21.5pp |
| Employer contribution / active EE | $553 | $2,036-72.8% | $2,689-79.4% | $2,270-75.6% |
| Participant deferral / active EE | $2,539 | $3,500-27.4% | $4,244-40.2% | $3,740-32.1% |
| Admin fee / account holder | $527 | $535-1.5% | $6,642-92.1% | $513+2.6% |