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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $5,774 |
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 | $7,066 | $44,714-84.2% | $91,225-92.3% | $66,938-89.4% |
| Participation rate | 67.2% | 65.0%+2.2pp | 73.2%-6.0pp | 69.8%-2.6pp |
| Annual return | -18.38% | -12.25%-6.1pp | 114.12%-132.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $674 | $1,710-60.6% | $2,851-76.4% | $2,545-73.5% |
| Participant deferral / active EE | $947 | $3,355-71.8% | $4,233-77.6% | $4,238-77.7% |
| Admin fee / account holder | $61 | $521-88.2% | $5,422-98.9% | $594-89.7% |