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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,707 |
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 | $12,254 | $47,977-74.5% | $154,111-92.0% | $56,287-78.2% |
| Participation rate | 64.1% | 66.2%-2.1pp | 83.0%-19.0pp | 69.9%-5.8pp |
| Annual return | -5.57% | 3.54%-9.1pp | 735.18%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $467 | $2,169-78.5% | $5,298-91.2% | $2,111-77.9% |
| Participant deferral / active EE | $315 | $2,392-86.9% | $5,081-93.8% | $3,350-90.6% |
| Admin fee / account holder | $9 | $438-98.0% | $13,411-99.9% | $521-98.3% |