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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $94,339 |
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 | $68,019 | $88,360-23.0% | $145,433-53.2% | $67,9860% |
| Participation rate | 94.3% | 65.5%+28.8pp | 82.1%+12.2pp | 57.2%+37.1pp |
| Annual return | 17.62% | 63.15%-45.5pp | 66.58%-49.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,965 | $3,054-35.6% | $4,554-56.9% | $2,019-2.6% |
| Participant deferral / active EE | $4,230 | $5,932-28.7% | $7,897-46.4% | $3,358+26.0% |
| Admin fee / account holder | $258 | $3,313-92.2% | $13,129-98.0% | $3,203-92.0% |