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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,013 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,258 | $88,122-71.3% | $141,162-82.1% | $67,579-62.6% |
| Participation rate | 20.5% | 76.5%-56.0pp | 82.5%-62.0pp | 71.3%-50.8pp |
| Annual return | 25.74% | 75.40%-49.7pp | 71.39%-45.6pp | 378.56%-352.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $473 | $5,958-92.1% | $6,709-92.9% | $3,539-86.6% |
| Admin fee / account holder | $26 | $131-79.8% | $10,261-99.7% | $142-81.4% |