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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $32,043 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,296 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $5,170 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,184 | $37,418-88.8% | $77,100-94.6% | $77,906-94.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 67.9%+32.1pp | 73.7%+26.3pp |
| Annual return | -7.85% | -7.13%-0.7pp | 42.35%-50.2pp | 12.16%-20.0pp |
| Employer contribution / active EE | $640 | $1,200-46.6% | $2,815-77.3% | $2,846-77.5% |
| Participant deferral / active EE | $160 | $2,572-93.8% | $4,430-96.4% | $4,805-96.7% |
| Admin fee / account holder | $45 | $126-64.2% | $5,443-99.2% | $133-66.0% |