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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $800 |
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 | $16,357 | $53,925-69.7% | $75,501-78.3% | $69,631-76.5% |
| Participation rate | 61.7% | 71.2%-9.5pp | 72.4%-10.7pp | 70.7%-9.0pp |
| Annual return | 31.76% | 17.84%+13.9pp | 27.35%+4.4pp | 27571.02%-27539.3pp |
| Employer contribution / active EE | $174 | $1,802-90.3% | $2,352-92.6% | $2,032-91.4% |
| Participant deferral / active EE | $1,139 | $2,569-55.7% | $3,142-63.8% | $3,224-64.7% |
| Admin fee / account holder | $72 | $97-25.5% | $5,801-98.8% | $110-34.5% |