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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,073 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,861 | $61,272-82.3% | $149,673-92.7% | $71,457-84.8% |
| Participation rate | 57.3% | 62.5%-5.2pp | 78.8%-21.5pp | 67.9%-10.7pp |
| Annual return | 13.80% | 35.85%-22.1pp | 134.42%-120.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $973 | $2,917-66.7% | $5,680-82.9% | $4,289-77.3% |
| Admin fee / account holder | $15 | $1,261-98.8% | $13,210-99.9% | $1,587-99.0% |