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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $22,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,894 | $60,396+80.3% | $111,392-2.2% | $56,287+93.5% |
| Participation rate | 67.0% | 72.4%-5.4pp | 78.9%-11.9pp | 69.9%-2.9pp |
| Annual return | -5.60% | 20.26%-25.9pp | -2.06%-3.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,121 | $3,459-38.7% | $4,328-51.0% | $2,111+0.5% |
| Participant deferral / active EE | $3,379 | $4,421-23.6% | $5,567-39.3% | $3,350+0.9% |
| Admin fee / account holder | $270 | $610-55.8% | $12,266-97.8% | $521-48.2% |