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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-0696635 | Recordkeeping | $5,216 |
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 | $11,781 | $44,873-73.7% | $79,467-85.2% | $56,289-79.1% |
| Participation rate | 65.0% | 68.7%-3.8pp | 73.3%-8.4pp | 69.9%-4.9pp |
| Annual return | -5.68% | 0.81%-6.5pp | 718.30%-724.0pp | -9.96%+4.3pp |
| Employer contribution / active EE | $614 | $2,140-71.3% | $2,800-78.1% | $2,111-70.9% |
| Participant deferral / active EE | $408 | $2,746-85.1% | $3,704-89.0% | $3,350-87.8% |
| Admin fee / account holder | $27 | $418-93.5% | $5,104-99.5% | $521-94.8% |