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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $30,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,498 | $50,919-83.3% | $155,556-94.5% | $77,762-89.1% |
| Participation rate | 52.6% | 63.1%-10.5pp | 78.2%-25.6pp | 70.6%-18.0pp |
| Annual return | 7.29% | 34.84%-27.5pp | 64.84%-57.6pp | 31.27%-24.0pp |
| Employer contribution / active EE | $554 | $1,991-72.2% | $4,675-88.2% | $2,728-79.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $56 | $437-87.2% | $15,885-99.6% | $433-87.1% |