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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5570651 | Recordkeeping | $20,862 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,583 | $75,183-60.7% | $123,894-76.1% | $55,167-46.4% |
| Participation rate | 47.5% | 72.8%-25.3pp | 81.4%-33.9pp | 69.0%-21.5pp |
| Annual return | 8.86% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,071 | $2,823-62.1% | $4,617-76.8% | $1,963-45.4% |
| Participant deferral / active EE | $2,114 | $5,084-58.4% | $5,984-64.7% | $3,054-30.8% |
| Admin fee / account holder | $26 | $663-96.1% | $8,357-99.7% | $504-94.9% |