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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,527 |
BENETECH, INC.1 year Filed as: BEHAVIORAL HEALTH SERVICES INC Service code 35 · EIN 94-2269337 | Employee (plan sponsor) | $28,375 |
Employer 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $7,239 | $58,344-87.6% | $98,477-92.6% | $86,813-91.7% |
| Participation rate | 86.1% | 68.4%+17.7pp | 73.3%+12.7pp | 72.3%+13.8pp |
| Annual return | 19.02% | 43.47%-24.4pp | 1493.59%-1474.6pp | 97.93%-78.9pp |
| Employer contribution / active EE | $152 | $2,008-92.5% | $2,961-94.9% | $2,406-93.7% |
| Participant deferral / active EE | $1,585 | $3,156-49.8% | $4,276-62.9% | $4,131-61.6% |
| Admin fee / account holder | $4 | $138-96.9% | $5,951-99.9% | $170-97.5% |