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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,261 |
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.
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 | $18,951 | $58,093-67.4% | $80,022-76.3% | $56,287-66.3% |
| Participation rate | 42.9% | 73.6%-30.8pp | 75.8%-33.0pp | 69.9%-27.0pp |
| Annual return | -5.56% | 34.63%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,914 | $3,136-39.0% | $3,686-48.1% | $3,350-42.9% |
| Admin fee / account holder | $25 | $623-96.1% | $6,521-99.6% | $521-95.3% |