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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $20,651 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,525 | $37,117-82.4% | $147,617-95.6% | $55,191-88.2% |
| Participation rate | 64.3% | 63.6%+0.6pp | 84.6%-20.4pp | 69.2%-4.9pp |
| Annual return | -1.98% | 3.44%-5.4pp | 61.98%-64.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $944 | $1,620-41.8% | $5,564-83.0% | $1,899-50.3% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $40 | $86-53.4% | $11,612-99.7% | $91-56.1% |