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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
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.
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 | $18,045 | $59,186-69.5% | $76,768-76.5% | $56,287-67.9% |
| Participation rate | 43.3% | 75.2%-31.9pp | 77.0%-33.7pp | 69.9%-26.5pp |
| Annual return | -6.61% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.3pp |
| Employer contribution / active EE | $682 | $1,759-61.2% | $2,485-72.5% | $2,111-67.7% |
| Participant deferral / active EE | $1,045 | $3,255-67.9% | $3,852-72.9% | $3,350-68.8% |
| Admin fee / account holder | $12 | $489-97.6% | $6,675-99.8% | $521-97.8% |