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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.2 years Filed as: BENEFIT ADMINISTRATION COMPANY Service code 13 · EIN 91-1999591 | Contract Administrator | $10,290 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,863 | $73,638-75.7% | $95,964-81.4% | $73,497-75.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 77.1%-7.1pp | 70.7%-0.7pp |
| Annual return | 17.81% | 16.78%+1.0pp | 91.64%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $644 | $1,863-65.4% | $2,541-74.6% | $2,270-71.6% |
| Participant deferral / active EE | $1,578 | $3,617-56.4% | $4,167-62.1% | $3,740-57.8% |
| Admin fee / account holder | $60 | $482-87.5% | $6,797-99.1% | $513-88.3% |