Filed June 9, 2021
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,374 |
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 | $14,984 | $50,637-70.4% | $86,582-82.7% | $62,293-75.9% |
| Participation rate | 72.8% | 67.9%+4.9pp | 73.5%-0.7pp | 69.5%+3.3pp |
| Annual return | 16.36% | 20.80%-4.4pp | 965.08%-948.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,217 | $2,611-15.1% | $3,609-38.6% | $3,169-30.0% |
| Admin fee / account holder | $36 | $413-91.2% | $4,904-99.3% | $479-92.4% |