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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $11,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,073 | $59,006-82.9% | $97,197-89.6% | $74,429-86.5% |
| Participation rate | 65.8% | 63.7%+2.1pp | 72.7%-6.9pp | 67.2%-1.4pp |
| Annual return | 12.61% | 16.04%-3.4pp | 75.47%-62.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $735 | $1,894-61.2% | $2,723-73.0% | $2,625-72.0% |
| Participant deferral / active EE | $1,084 | $3,671-70.5% | $4,263-74.6% | $4,348-75.1% |
| Admin fee / account holder | $95 | $1,974-95.2% | $5,637-98.3% | $1,944-95.1% |