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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,542 | $57,976-68.0% | $63,018-70.6% | $62,293-70.2% |
| Participation rate | 62.2% | 75.9%-13.7pp | 74.8%-12.6pp | 69.5%-7.3pp |
| Annual return | 16.60% | 17.54%-0.9pp | 87.62%-71.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,039 | $2,415-57.0% | $2,761-62.3% | $2,042-49.1% |
| Participant deferral / active EE | $1,290 | $2,956-56.4% | $3,330-61.3% | $3,169-59.3% |
| Admin fee / account holder | $4 | $276-98.7% | $3,601-99.9% | $479-99.2% |