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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $32,400 |
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 | $5,951 | $47,180-87.4% | $149,723-96.0% | $74,473-92.0% |
| Participation rate | 69.3% | 63.4%+5.9pp | 78.8%-9.4pp | 70.7%-1.4pp |
| Annual return | 11.77% | 22.75%-11.0pp | 134.50%-122.7pp | 34.36%-22.6pp |
| Employer contribution / active EE | $576 | $1,907-69.8% | $4,821-88.1% | $2,638-78.2% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $47 | $343-86.2% | $13,215-99.6% | $347-86.4% |