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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $12,731 | $58,726-78.3% | $92,240-86.2% | $62,293-79.6% |
| Participation rate | 61.3% | 68.3%-7.1pp | 76.5%-15.2pp | 69.5%-8.3pp |
| Annual return | 19.00% | 43.62%-24.6pp | 176.29%-157.3pp | 28.90%-9.9pp |
| Employer contribution / active EE | $391 | $2,392-83.6% | $3,680-89.4% | $2,042-80.8% |
| Participant deferral / active EE | $2,125 | $2,766-23.2% | $3,897-45.5% | $3,169-33.0% |
| Admin fee / account holder | $57 | $556-89.7% | $5,194-98.9% | $479-88.1% |