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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,878 |
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 | $11,937 | $55,002-78.3% | $59,878-80.1% | $56,287-78.8% |
| Participation rate | 93.9% | 75.9%+18.0pp | 74.7%+19.2pp | 69.9%+24.0pp |
| Annual return | 7.58% | 1.13%+6.4pp | 3.46%+4.1pp | -9.96%+17.5pp |
| Employer contribution / active EE | $675 | $2,448-72.4% | $2,722-75.2% | $2,111-68.0% |
| Participant deferral / active EE | $468 | $3,121-85.0% | $3,402-86.2% | $3,350-86.0% |
| Admin fee / account holder | $26 | $236-89.0% | $3,590-99.3% | $521-95.0% |