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| Provider | Service type | Compensation |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN GIBBS AND HOULIK, LC Service code 15 · EIN 48-1032601 | Recordkeeping | $6,190 |
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 | $12,556 | $39,245-68.0% | $64,105-80.4% | $52,331-76.0% |
| Participation rate | 51.7% | 58.2%-6.5pp | 68.2%-16.5pp | 68.1%-16.4pp |
| Annual return | 3.39% | 14.79%-11.4pp | 791.24%-787.8pp | 4.54%-1.1pp |
| Employer contribution / active EE | $110 | $736-85.1% | $1,820-94.0% | $1,882-94.2% |
| Participant deferral / active EE | $1,740 | $1,992-12.6% | $2,822-38.3% | $3,022-42.4% |
| Admin fee / account holder | $68 | $592-88.6% | $4,499-98.5% | $592-88.6% |