Filed January 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,025 |
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.)
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 | $33,019 | $25,302+30.5% | $74,719-55.8% | $67,579-51.1% |
| Participation rate | 17.6% | 37.8%-20.2pp | 54.5%-36.9pp | 71.3%-53.7pp |
| Annual return | 19.50% | 10291.17%-10271.7pp | 753.05%-733.6pp | 378.56%-359.1pp |
| Employer contribution / active EE | $78 | $446-82.4% | $1,084-92.8% | $2,148-96.4% |
| Participant deferral / active EE | $456 | $954-52.2% | $1,963-76.8% | $3,539-87.1% |
| Admin fee / account holder | $352 | $108+226.9% | $3,334-89.4% | $142+147.3% |