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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $26,548 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,165 | $104,336-82.6% | $159,455-88.6% | $86,813-79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 14.80% | 26.32%-11.5pp | 263.63%-248.8pp | 97.93%-83.1pp |
| Employer contribution / active EE | $1,131 | $3,451-67.2% | $4,830-76.6% | $2,406-53.0% |
| Participant deferral / active EE | $2,583 | $6,837-62.2% | $7,353-64.9% | $4,131-37.5% |
| Admin fee / account holder | $86 | $172-49.9% | $10,800-99.2% | $170-49.2% |