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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRINGE BENEFIT ADMINISTRATORS, LTD Service code 14 · EIN 72-0710250 110 VETERANS BLVD., SUITE 120 · METAIRIE, LA 70005 | Plan Administrator | $575 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,371 | $60,795-96.1% | $69,461-96.6% | $65,185-96.4% |
| Participation rate | 33.7% | 74.9%-41.2pp | 74.6%-41.0pp | 70.2%-36.5pp |
| Annual return | 299.17% | 17.46%+281.7pp | 28.97%+270.2pp | 29.38%+269.8pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $596 | $3,162-81.2% | $3,536-83.1% | $3,514-83.0% |
| Admin fee / account holder | $7 | $314-97.8% | $3,840-99.8% | $847-99.2% |