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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $206 |
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.
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 | $9,099 | $57,976-84.3% | $63,018-85.6% | $62,293-85.4% |
| Participation rate | 68.4% | 75.9%-7.6pp | 74.8%-6.4pp | 69.5%-1.2pp |
| Annual return | 15.97% | 17.54%-1.6pp | 87.62%-71.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $339 | $2,415-86.0% | $2,761-87.7% | $2,042-83.4% |
| Participant deferral / active EE | $1,630 | $2,956-44.8% | $3,330-51.0% | $3,169-48.6% |
| Admin fee / account holder | $2 | $276-99.4% | $3,601-100.0% | $479-99.6% |