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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN, INC. Service code 15 · EIN 41-1276678 | Recordkeeping | $3,306 |
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 | $10,261 | $55,453-81.5% | $170,435-94.0% | $62,293-83.5% |
| Participation rate | 37.5% | 66.4%-28.9pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $733 | $2,303-68.2% | $4,939-85.2% | $3,169-76.9% |
| Admin fee / account holder | $43 | $455-90.6% | $13,881-99.7% | $479-91.1% |