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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $5,332 | $60,165-91.1% | $74,184-92.8% | $55,167-90.3% |
| Participation rate | 87.3% | 74.2%+13.1pp | 76.6%+10.6pp | 69.0%+18.3pp |
| Annual return | 8.80% | 10.00%-1.2pp | 17.74%-8.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,279 | $2,973-23.3% | $3,550-35.8% | $3,054-25.4% |
| Admin fee / account holder | $45 | $419-89.3% | $5,586-99.2% | $504-91.1% |