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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 23-1928421 | Recordkeeping | $10,556 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,903 | $36,916-67.8% | $156,551-92.4% | $57,658-79.4% |
| Participation rate | 20.0% | 63.4%-43.4pp | 84.0%-64.0pp | 70.2%-50.2pp |
| Annual return | 6.51% | 12.38%-5.9pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $228 | $1,571-85.5% | $5,501-95.8% | $1,974-88.4% |
| Participant deferral / active EE | $331 | $1,926-82.8% | $4,871-93.2% | $3,061-89.2% |
| Admin fee / account holder | $95 | $82+14.9% | $13,028-99.3% | $95+0.2% |