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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $27,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,055 | $56,443-82.2% | $83,848-88.0% | $55,725-82.0% |
| Participation rate | 49.9% | 72.0%-22.2pp | 76.1%-26.3pp | 70.9%-21.0pp |
| Annual return | -4.83% | 393.67%-398.5pp | 850.88%-855.7pp | 244.93%-249.8pp |
| Employer contribution / active EE | $956 | $2,682-64.4% | $3,631-73.7% | $2,078-54.0% |
| Participant deferral / active EE | $395 | $2,965-86.7% | $4,082-90.3% | $3,356-88.2% |
| Admin fee / account holder | $40 | $156-74.3% | $5,478-99.3% | $115-65.1% |