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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $470 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,797 | $55,002-80.4% | $59,899-82.0% | $56,289-80.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 74.7%-12.2pp | 69.9%-7.4pp |
| Annual return | -9.74% | 1.13%-10.9pp | 3.46%-13.2pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,082 | $2,448-55.8% | $2,723-60.3% | $2,111-48.7% |
| Participant deferral / active EE | $1,295 | $3,121-58.5% | $3,402-61.9% | $3,350-61.4% |
| Admin fee / account holder | $4 | $236-98.1% | $3,592-99.9% | $521-99.1% |