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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT CONSULTANTS GROUP6+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $4,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,440 | $29,369-54.2% | $77,552-82.7% | $73,412-81.7% |
| Participation rate | 18.3% | 37.9%-19.6pp | 54.2%-35.9pp | 72.2%-53.9pp |
| Annual return | 19.73% | 358.15%-338.4pp | 54.82%-35.1pp | 59.30%-39.6pp |
| Employer contribution / active EE | $103 | $406-74.6% | $987-89.5% | $2,234-95.4% |
| Participant deferral / active EE | $291 | $941-69.1% | $1,861-84.4% | $3,806-92.4% |
| Admin fee / account holder | $40 | $123-67.6% | $2,859-98.6% | $158-74.8% |