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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $23,793 |
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 | $6,086 | $46,173-86.8% | $170,435-96.4% | $69,631-91.3% |
| Participation rate | 58.0% | 63.9%-5.9pp | 83.6%-25.6pp | 70.7%-12.7pp |
| Annual return | 9.43% | 21.62%-12.2pp | 205.94%-196.5pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $336 | $1,610-79.1% | $5,432-93.8% | $2,032-83.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $38 | $116-67.2% | $13,881-99.7% | $110-65.6% |