Filed October 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $41,504 |
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 | $11,995 | $37,213-67.8% | $156,551-92.3% | $63,975-81.2% |
| Participation rate | 58.8% | 65.0%-6.2pp | 84.0%-25.2pp | 71.1%-12.3pp |
| Annual return | 8.12% | 47.89%-39.8pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,192 | $2,070-42.4% | $4,871-75.5% | $3,356-64.5% |
| Admin fee / account holder | $11 | $56-80.2% | $13,028-99.9% | $70-84.2% |