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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,746 |
Service code 16 · EIN 20-8161914 | Consulting | $34,679 |
BFSG LLC2 years Filed as: BFSG, LLC Service code 27 · EIN 20-8532658 | Advisory (Plan) | $11,572 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,016 | $106,264-66.1% | $147,117-75.5% | $77,762-53.7% |
| Participation rate | 58.1% | 78.4%-20.3pp | 82.2%-24.1pp | 70.6%-12.5pp |
| Annual return | 13.74% | 56.94%-43.2pp | 420.54%-406.8pp | 31.27%-17.5pp |
| Employer contribution / active EE | $3,143 | $4,074-22.8% | $4,932-36.3% | $2,728+15.2% |
| Participant deferral / active EE | $1,035 | $8,003-87.1% | $8,065-87.2% | $4,651-77.7% |
| Admin fee / account holder | $167 | $334-50.0% | $12,993-98.7% | $433-61.4% |