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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,220 |
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 | $11,792 | $61,166-80.7% | $185,849-93.7% | $79,391-85.1% |
| Participation rate | 61.0% | 66.6%-5.6pp | 81.7%-20.7pp | 70.7%-9.7pp |
| Annual return | 12.89% | 19.45%-6.6pp | 122.10%-109.2pp | 116.88%-104.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $987 | $2,789-64.6% | $5,569-82.3% | $4,046-75.6% |
| Admin fee / account holder | $9 | $710-98.7% | $16,244-99.9% | $627-98.6% |