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| Provider | Service type | Compensation |
|---|---|---|
CARMICHAEL HILL5+ years Service code 26 18 EAST DIAMOND AVE · GAITHERSBURG, MD 20877 | Advisory (Participants) | $17,609 |
Filed as: BENEFIT PLAN ADMIN SERIVES, INC. Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $15,693 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $75,762 | $49,138+54.2% | $84,023-9.8% | $65,186+16.2% |
| Participation rate | 55.8% | 60.7%-4.9pp | 69.0%-13.2pp | 70.2%-14.4pp |
| Annual return | 16.84% | 23.00%-6.2pp | 71.32%-54.5pp | 29.39%-12.5pp |
| Employer contribution / active EE | $196 | $914-78.6% | $1,984-90.1% | $2,177-91.0% |
| Participant deferral / active EE | $1,959 | $2,397-18.3% | $3,239-39.5% | $3,514-44.3% |
| Admin fee / account holder | $338 | $543-37.8% | $6,102-94.5% | $847-60.1% |