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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $55,910 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,278 | $136,307-33.0% | $177,848-48.7% | $73,497+24.2% |
| Participation rate | 88.0% | 86.1%+1.9pp | 87.7%+0.2pp | 70.7%+17.3pp |
| Annual return | 19.08% | 18.68%+0.4pp | 48.33%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $1,638 | $3,712-55.9% | $5,919-72.3% | $2,270-27.9% |
| Participant deferral / active EE | $3,199 | $5,829-45.1% | $7,714-58.5% | $3,740-14.5% |
| Admin fee / account holder | $363 | $596-39.0% | $12,431-97.1% | $513-29.2% |