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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $23,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,644 | $88,042+71.1% | $138,135+9.1% | $79,852+88.7% |
| Participation rate | 68.6% | 71.4%-2.8pp | 78.7%-10.1pp | 69.6%-1.0pp |
| Annual return | 13.28% | 20.58%-7.3pp | 20.51%-7.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $2,362 | $3,103-23.9% | $5,587-57.7% | $2,471-4.4% |
| Participant deferral / active EE | $3,490 | $4,704-25.8% | $6,431-45.7% | $3,740-6.7% |
| Admin fee / account holder | $278 | $7,791-96.4% | $11,856-97.7% | $5,306-94.8% |