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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $4,727 | $75,388-93.7% | $123,553-96.2% | $55,725-91.5% |
| Participation rate | 59.1% | 75.7%-16.6pp | 82.3%-23.2pp | 70.9%-11.8pp |
| Annual return | -29.76% | 4.48%-34.2pp | 119.21%-149.0pp | 244.93%-274.7pp |
| Employer contribution / active EE | $1,254 | $3,063-59.1% | $4,628-72.9% | $2,078-39.7% |
| Participant deferral / active EE | $2,444 | $5,651-56.8% | $6,426-62.0% | $3,356-27.2% |
| Admin fee / account holder | $387 | $120+223.4% | $9,284-95.8% | $115+236.2% |