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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,488 |
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 | $9,761 | $62,928-84.5% | $172,755-94.3% | $67,579-85.6% |
| Participation rate | 41.2% | 64.5%-23.3pp | 82.6%-41.4pp | 71.3%-30.1pp |
| Annual return | 22.95% | 30.36%-7.4pp | 802.94%-780.0pp | 378.56%-355.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $838 | $2,145-60.9% | $5,198-83.9% | $3,539-76.3% |
| Admin fee / account holder | $64 | $167-61.5% | $13,955-99.5% | $142-54.9% |