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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 22-2755716 | Other Fees | $11,375 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,361 | $79,519-32.9% | $95,952-44.4% | $73,409-27.3% |
| Participation rate | 57.7% | 81.2%-23.4pp | 77.1%-19.3pp | 72.2%-14.4pp |
| Annual return | 14.04% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $55 | $2,048-97.3% | $2,541-97.8% | $2,234-97.6% |
| Participant deferral / active EE | $2,530 | $4,138-38.9% | $4,167-39.3% | $3,805-33.5% |
| Admin fee / account holder | $13 | $184-92.7% | $6,795-99.8% | $158-91.5% |