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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $27,672 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $22,696 |
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT Service code 28 · EIN 85-4122522 | Investment Management | $19,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,338 | $40,435-37.3% | $80,627-68.6% | $74,460-66.0% |
| Participation rate | 57.1% | 47.4%+9.7pp | 67.0%-9.9pp | 70.7%-13.7pp |
| Annual return | 0.00% | 165.19%-165.2pp | 936.76%-936.8pp | 34.38%-34.4pp |
| Employer contribution / active EE | $1,345 | $1,498-10.2% | $2,723-50.6% | $2,638-49.0% |
| Participant deferral / active EE | $2,926 | $2,673+9.5% | $4,443-34.1% | $4,530-35.4% |
| Admin fee / account holder | $0 | $721-100.0% | $5,381-100.0% | $348-100.0% |