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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRINGE BENEFITS DESIGN, INC. Service code 15 · EIN 41-1276678 | Recordkeeping | $8,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $10,983 | $47,977-77.1% | $154,108-92.9% | $56,289-80.5% |
| Participation rate | 37.7% | 66.2%-28.4pp | 83.0%-45.3pp | 69.9%-32.1pp |
| Annual return | -6.96% | 3.54%-10.5pp | 735.21%-742.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $993 | $2,169-54.2% | $5,298-81.3% | $2,111-53.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $105 | $438-76.1% | $13,411-99.2% | $521-79.9% |