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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,578 | $55,453-68.3% | $170,435-89.7% | $62,293-71.8% |
| Participation rate | 64.8% | 66.4%-1.5pp | 83.6%-18.8pp | 69.5%-4.7pp |
| Annual return | 12.61% | 21.38%-8.8pp | 205.94%-193.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $649 | $2,164-70.0% | $5,432-88.0% | $2,042-68.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $14 | $455-97.0% | $13,881-99.9% | $479-97.1% |