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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $86 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,216 | $140,592-88.5% | $123,106-86.8% | $125,388-87.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.93% | 16.80%-19.7pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,131 | $6,041-81.3% | $5,151-78.0% | $4,866-76.8% |
| Participant deferral / active EE | $8,941 | $6,980+28.1% | $6,229+43.5% | $5,352+67.1% |
| Admin fee / account holder | $219 | $11,198-98.0% | $9,015-97.6% | $9,541-97.7% |