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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $25 |
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 | $5,485 | $84,236-93.5% | $170,435-96.8% | $70,126-92.2% |
| Participation rate | 27.5% | 70.8%-43.3pp | 83.6%-56.1pp | 69.5%-42.0pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,989 | $3,086-35.5% | $4,939-59.7% | $3,332-40.3% |
| Admin fee / account holder | $75 | $5,698-98.7% | $13,881-99.5% | $4,645-98.4% |