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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $522 |
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 | $16,705 | $92,897-82.0% | $90,782-81.6% | $56,287-70.3% |
| Participation rate | 58.4% | 80.7%-22.3pp | 82.7%-24.2pp | 69.9%-11.4pp |
| Annual return | -1.91% | -2.59%+0.7pp | -3.42%+1.5pp | -9.96%+8.0pp |
| Employer contribution / active EE | $299 | $3,871-92.3% | $4,105-92.7% | $2,111-85.9% |
| Participant deferral / active EE | $3,376 | $5,551-39.2% | $5,366-37.1% | $3,350+0.8% |
| Admin fee / account holder | $124 | $440-71.9% | $5,908-97.9% | $521-76.2% |