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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $29,376 |
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 | $15,899 | $95,417-83.3% | $135,974-88.3% | $74,460-78.6% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 17.86% | 32.76%-14.9pp | 68.30%-50.4pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,551 | $3,878-60.0% | $4,859-68.1% | $2,638-41.2% |
| Participant deferral / active EE | $2,510 | $7,789-67.8% | $7,760-67.7% | $4,530-44.6% |
| Admin fee / account holder | $69 | $266-74.0% | $10,767-99.4% | $348-80.1% |