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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $7,565 | $31,388-75.9% | $73,550-89.7% | $62,293-87.9% |
| Participation rate | 53.0% | 39.9%+13.1pp | 54.9%-1.9pp | 69.5%-16.5pp |
| Annual return | 14.37% | 25.34%-11.0pp | -15.16%+29.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $480 | $1,028-53.4% | $1,804-73.4% | $3,169-84.9% |
| Admin fee / account holder | $61 | $299-79.6% | $2,320-97.4% | $479-87.3% |