Filed June 9, 2021
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $8,683 |
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 | $8,484 | $41,854-79.7% | $73,836-88.5% | $52,331-83.8% |
| Participation rate | 82.4% | 66.2%+16.2pp | 73.4%+8.9pp | 68.1%+14.3pp |
| Annual return | -1.44% | 2.11%-3.6pp | 2268.06%-2269.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,043 | $2,498-18.2% | $3,583-43.0% | $3,022-32.4% |
| Admin fee / account holder | $43 | $493-91.2% | $4,882-99.1% | $592-92.7% |