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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $570 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,004 | $102,514-70.7% | $97,995-69.4% | $62,293-51.8% |
| Participation rate | 46.0% | 79.5%-33.5pp | 82.4%-36.4pp | 69.5%-23.5pp |
| Annual return | 22.39% | 32.43%-10.0pp | 23.94%-1.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $137 | $3,689-96.3% | $4,158-96.7% | $2,042-93.3% |
| Participant deferral / active EE | $2,283 | $5,308-57.0% | $5,097-55.2% | $3,169-28.0% |
| Admin fee / account holder | $201 | $378-46.9% | $5,943-96.6% | $479-58.1% |