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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-0696635 | Recordkeeping | $4,889 |
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 | $11,897 | $50,637-76.5% | $86,582-86.3% | $62,293-80.9% |
| Participation rate | 62.4% | 67.9%-5.4pp | 73.5%-11.1pp | 69.5%-7.1pp |
| Annual return | 16.24% | 20.80%-4.6pp | 965.08%-948.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $557 | $2,075-73.1% | $2,839-80.4% | $2,042-72.7% |
| Participant deferral / active EE | $441 | $2,611-83.1% | $3,609-87.8% | $3,169-86.1% |
| Admin fee / account holder | $25 | $413-93.8% | $4,904-99.5% | $479-94.7% |