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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,600 |
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 | $20,220 | $60,795-66.7% | $69,461-70.9% | $65,185-69.0% |
| Participation rate | 55.4% | 74.9%-19.5pp | 74.6%-19.2pp | 70.2%-14.8pp |
| Annual return | 18.95% | 17.46%+1.5pp | 28.97%-10.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $618 | $2,452-74.8% | $2,779-77.7% | $2,177-71.6% |
| Participant deferral / active EE | $1,339 | $3,162-57.7% | $3,536-62.1% | $3,514-61.9% |
| Admin fee / account holder | $73 | $314-76.8% | $3,840-98.1% | $847-91.4% |