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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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 | $700 | $25,302-97.2% | $74,701-99.1% | $67,579-99.0% |
| Participation rate | 9.3% | 37.8%-28.5pp | 54.5%-45.1pp | 71.3%-62.0pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 752.92%-752.9pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $65 | $954-93.2% | $1,964-96.7% | $3,539-98.2% |
| Admin fee / account holder | $0 | $108-100.0% | $3,333-100.0% | $142-100.0% |