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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $7,952 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,105 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401(K), INC. Service code 13 · EIN 75-2261114 | Contract Administrator | $4,577 |
BAS PARTNERS3 years Service code 10 17446 SW 29 COURT · MIRAMAR, FL 33029 | Accounting | $2,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $6,304 | $73,102-91.4% | $123,553-94.9% | $56,289-88.8% |
| Participation rate | 34.7% | 74.3%-39.7pp | 82.3%-47.6pp | 69.9%-35.2pp |
| Annual return | 208.57% | 3.01%+205.6pp | 119.21%+89.4pp | -9.96%+218.5pp |
| Employer contribution / active EE | $1,650 | $2,977-44.6% | $4,628-64.4% | $2,111-21.9% |
| Participant deferral / active EE | $736 | $5,423-86.4% | $6,426-88.5% | $3,350-78.0% |
| Admin fee / account holder | $102 | $554-81.7% | $9,284-98.9% | $521-80.5% |