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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $33,795 |
Employer 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 | $5,423 | $46,332-88.3% | $143,797-96.2% | $64,824-91.6% |
| Participation rate | 70.1% | 64.2%+5.8pp | 80.3%-10.2pp | 71.5%-1.4pp |
| Annual return | -15.94% | -10.05%-5.9pp | -0.04%-15.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $327 | $1,911-82.9% | $4,952-93.4% | $2,507-86.9% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $49 | $154-68.3% | $14,679-99.7% | $188-74.0% |