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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,137 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,923 | $47,180-68.4% | $149,723-90.0% | $74,473-80.0% |
| Participation rate | 33.0% | 63.4%-30.4pp | 78.8%-45.8pp | 70.7%-37.7pp |
| Annual return | 13.49% | 22.75%-9.3pp | 134.50%-121.0pp | 34.36%-20.9pp |
| Employer contribution / active EE | $476 | $1,907-75.0% | $4,821-90.1% | $2,638-82.0% |
| Participant deferral / active EE | $588 | $2,730-78.5% | $5,682-89.7% | $4,530-87.0% |
| Admin fee / account holder | $227 | $343-33.9% | $13,215-98.3% | $347-34.7% |