Filed October 16, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,362 |
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.
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 | $17,212 | $46,732-63.2% | $156,551-89.0% | $55,167-68.8% |
| Participation rate | 58.5% | 65.8%-7.3pp | 84.0%-25.5pp | 69.0%-10.5pp |
| Annual return | 7.49% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,863 | $2,204-15.5% | $4,871-61.8% | $3,054-39.0% |
| Admin fee / account holder | $40 | $418-90.6% | $13,028-99.7% | $504-92.2% |