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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,050 |
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.
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 | $16,114 | $50,898-68.3% | $171,082-90.6% | $55,167-70.8% |
| Participation rate | 14.5% | 63.3%-48.8pp | 76.7%-62.2pp | 69.0%-54.5pp |
| Annual return | 11.26% | 15.34%-4.1pp | 32.56%-21.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $874 | $1,433-39.0% | $4,002-78.2% | $1,963-55.5% |
| Participant deferral / active EE | $182 | $2,994-93.9% | $4,797-96.2% | $3,054-94.0% |
| Admin fee / account holder | $79 | $500-84.1% | $8,520-99.1% | $504-84.3% |