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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $21,700 | $68,408-68.3% | $57,196-62.1% | $57,658-62.4% |
| Participation rate | 43.4% | 79.1%-35.8pp | 75.3%-32.0pp | 70.2%-26.9pp |
| Annual return | 5.02% | 8.51%-3.5pp | 14.59%-9.6pp | 5.13%-0.1pp |
| Employer contribution / active EE | $460 | $2,869-84.0% | $2,683-82.8% | $1,974-76.7% |
| Participant deferral / active EE | $1,308 | $2,903-55.0% | $3,096-57.8% | $3,061-57.3% |
| Admin fee / account holder | $35 | $70-49.5% | $3,141-98.9% | $95-62.8% |