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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,648 | $86,655-81.9% | $119,622-86.9% | $66,938-76.6% |
| Participation rate | 71.0% | 75.6%-4.6pp | 79.3%-8.3pp | 69.8%+1.2pp |
| Annual return | -13.48% | -8.00%-5.5pp | -14.98%+1.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $398 | $2,536-84.3% | $4,232-90.6% | $2,545-84.4% |
| Participant deferral / active EE | $2,930 | $4,358-32.8% | $5,601-47.7% | $4,238-30.9% |
| Admin fee / account holder | $212 | $755-71.9% | $10,328-97.9% | $594-64.2% |