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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERIVES, INV. Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $20,512 |
CARMICHAEL HILL2+ years Service code 26 18 EAST DIAMOND AVE · GAITHERSBURG, MD 20877 | Advisory (Participants) | $13,855 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,867 | $42,546+61.9% | $71,796-4.1% | $55,167+24.8% |
| Participation rate | 40.9% | 59.1%-18.2pp | 69.1%-28.2pp | 69.0%-28.1pp |
| Annual return | 6.67% | 12.36%-5.7pp | 78.04%-71.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $196 | $803-75.6% | $1,924-89.8% | $1,963-90.0% |
| Participant deferral / active EE | $1,958 | $2,064-5.1% | $2,794-29.9% | $3,054-35.9% |
| Admin fee / account holder | $357 | $650-45.1% | $4,815-92.6% | $504-29.2% |