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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-0696635 | Recordkeeping | $5,329 |
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 | $14,234 | $51,620-72.4% | $90,324-84.2% | $65,186-78.2% |
| Participation rate | 68.5% | 68.6%-0.1pp | 73.3%-4.8pp | 70.2%-1.7pp |
| Annual return | 20.94% | 24.94%-4.0pp | 78.15%-57.2pp | 29.39%-8.4pp |
| Employer contribution / active EE | $741 | $2,235-66.9% | $2,856-74.1% | $2,177-66.0% |
| Participant deferral / active EE | $433 | $2,871-84.9% | $3,885-88.8% | $3,514-87.7% |
| Admin fee / account holder | $27 | $384-93.0% | $5,356-99.5% | $847-96.8% |