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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-0696635 | Recordkeeping | $6,020 |
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.
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 | $9,694 | $43,423-77.7% | $78,676-87.7% | $55,167-82.4% |
| Participation rate | 61.6% | 68.0%-6.4pp | 73.6%-12.0pp | 69.0%-7.4pp |
| Annual return | 5.52% | 11.53%-6.0pp | 62.19%-56.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $522 | $1,997-73.8% | $2,850-81.7% | $1,963-73.4% |
| Participant deferral / active EE | $385 | $2,509-84.6% | $3,517-89.0% | $3,054-87.4% |
| Admin fee / account holder | $32 | $416-92.4% | $4,510-99.3% | $504-93.7% |