Filed April 12, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,772 | $28,109-40.3% | $71,089-76.4% | $56,289-70.2% |
| Participation rate | 56.5% | 40.4%+16.1pp | 54.6%+1.9pp | 69.9%-13.3pp |
| Annual return | -9.60% | -615.05%+605.5pp | 650.65%-660.2pp | -9.96%+0.4pp |
| Employer contribution / active EE | $1,796 | $558+222.1% | $1,088+65.1% | $2,111-14.9% |
| Participant deferral / active EE | $2,382 | $1,116+113.5% | $1,873+27.2% | $3,350-28.9% |
| Admin fee / account holder | $84 | $585-85.6% | $3,082-97.3% | $521-83.8% |