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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $39,631 |
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 | $22,284 | $106,247-79.0% | $147,096-84.9% | $77,714-71.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.95% | 56.87%-42.9pp | 419.75%-405.8pp | 31.26%-17.3pp |
| Employer contribution / active EE | $1,736 | $4,069-57.3% | $4,936-64.8% | $2,727-36.3% |
| Participant deferral / active EE | $2,994 | $7,996-62.6% | $8,071-62.9% | $4,649-35.6% |
| Admin fee / account holder | $98 | $338-71.1% | $13,005-99.2% | $433-77.5% |