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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,881 |
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.
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 | $5,516 | $45,566-87.9% | $64,105-91.4% | $59,633-90.7% |
| Participation rate | 59.8% | 60.2%-0.4pp | 68.2%-8.4pp | 68.7%-8.9pp |
| Annual return | 36.74% | 4.95%+31.8pp | 791.24%-754.5pp | 2041.40%-2004.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,237 | $2,057-39.8% | $2,822-56.2% | $3,192-61.2% |
| Admin fee / account holder | $27 | $3,268-99.2% | $4,499-99.4% | $4,297-99.4% |