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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $175 |
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 | $23,909 | $65,376-63.4% | $87,104-72.6% | $65,185-63.3% |
| Participation rate | 39.1% | 75.3%-36.2pp | 76.9%-37.7pp | 70.2%-31.1pp |
| Annual return | 21.78% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $981 | $1,822-46.2% | $2,521-61.1% | $2,177-54.9% |
| Participant deferral / active EE | $1,383 | $3,388-59.2% | $4,048-65.8% | $3,514-60.6% |
| Admin fee / account holder | $8 | $520-98.4% | $7,491-99.9% | $847-99.0% |