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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,549 |
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 | $9,120 | $46,173-80.2% | $170,435-94.6% | $69,631-86.9% |
| Participation rate | 45.4% | 63.9%-18.5pp | 83.6%-38.2pp | 70.7%-25.3pp |
| Annual return | 17.62% | 21.62%-4.0pp | 205.94%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,272 | $2,080-38.9% | $4,939-74.3% | $3,224-60.5% |
| Admin fee / account holder | $16 | $116-86.6% | $13,881-99.9% | $110-85.9% |