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| Provider | Service type | Compensation |
|---|---|---|
BLADE BENEFIT CONSULTING1+ years Service code 15 · EIN 47-1686023 1206 LASKIN ROAD STE 2015 · VIRGINIA BEACH, VA 23451 | Recordkeeping | $6,452 |
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.
Employer 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 | $12,974 | $41,281-68.6% | $109,313-88.1% | $57,658-77.5% |
| Participation rate | 16.8% | 59.3%-42.6pp | 71.3%-54.5pp | 70.2%-53.4pp |
| Annual return | 7.62% | 8.97%-1.4pp | 22.07%-14.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $193 | $1,201-83.9% | $3,892-95.0% | $1,974-90.2% |
| Participant deferral / active EE | $451 | $2,223-79.7% | $3,166-85.7% | $3,061-85.3% |
| Admin fee / account holder | $108 | $75+42.9% | $5,666-98.1% | $95+13.8% |