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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 | $106,264-79.0% | $147,117-84.9% | $77,762-71.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.95% | 56.94%-43.0pp | 420.54%-406.6pp | 31.27%-17.3pp |
| Employer contribution / active EE | $1,736 | $4,074-57.4% | $4,932-64.8% | $2,728-36.4% |
| Participant deferral / active EE | $2,994 | $8,003-62.6% | $8,065-62.9% | $4,651-35.6% |
| Admin fee / account holder | $98 | $334-70.8% | $12,993-99.2% | $433-77.5% |