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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $7,305 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,956 | $51,283-82.5% | $95,728-90.6% | $71,495-87.5% |
| Participation rate | 67.7% | 63.1%+4.6pp | 72.3%-4.6pp | 67.9%-0.3pp |
| Annual return | 18.40% | 25.25%-6.8pp | 28.40%-10.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $750 | $1,817-58.7% | $2,835-73.6% | $2,589-71.0% |
| Participant deferral / active EE | $1,068 | $3,365-68.3% | $4,245-74.8% | $4,291-75.1% |
| Admin fee / account holder | $68 | $1,135-94.0% | $5,673-98.8% | $1,588-95.7% |