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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $331 |
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 | $9,738 | $73,102-86.7% | $123,544-92.1% | $56,287-82.7% |
| Participation rate | 69.0% | 74.3%-5.3pp | 82.3%-13.3pp | 69.9%-0.9pp |
| Annual return | 0.57% | 3.01%-2.4pp | 119.20%-118.6pp | -9.96%+10.5pp |
| Employer contribution / active EE | $1,466 | $2,977-50.8% | $4,628-68.3% | $2,111-30.6% |
| Participant deferral / active EE | $2,265 | $5,423-58.2% | $6,426-64.7% | $3,350-32.4% |
| Admin fee / account holder | $169 | $554-69.5% | $9,284-98.2% | $521-67.6% |