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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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 | $6,975 | $38,075-81.7% | $93,515-92.5% | $73,497-90.5% |
| Participation rate | 26.8% | 56.7%-29.9pp | 66.8%-40.0pp | 70.7%-43.9pp |
| Annual return | 28.70% | 17.59%+11.1pp | 78.21%-49.5pp | 28.51%+0.2pp |
| Employer contribution / active EE | $119 | $1,117-89.4% | $2,077-94.3% | $2,270-94.8% |
| Participant deferral / active EE | $769 | $2,012-61.8% | $3,129-75.4% | $3,740-79.4% |
| Admin fee / account holder | $47 | $351-86.6% | $5,235-99.1% | $513-90.8% |