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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $889 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,742 | $63,114-65.6% | $92,909-76.6% | $65,185-66.6% |
| Participation rate | 85.1% | 68.8%+16.4pp | 76.0%+9.1pp | 70.2%+14.9pp |
| Annual return | 2.93% | 28.75%-25.8pp | 109.44%-106.5pp | 29.38%-26.5pp |
| Employer contribution / active EE | $4,052 | $2,571+57.6% | $3,653+10.9% | $2,177+86.1% |
| Participant deferral / active EE | $1,952 | $3,108-37.2% | $4,238-53.9% | $3,514-44.5% |
| Admin fee / account holder | $258 | $624-58.6% | $5,795-95.5% | $847-69.5% |