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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $579 |
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.
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 | $8,423 | $29,369-71.3% | $77,552-89.1% | $73,412-88.5% |
| Participation rate | 15.2% | 37.9%-22.7pp | 54.2%-39.0pp | 72.2%-56.9pp |
| Annual return | 18.50% | 358.15%-339.7pp | 54.82%-36.3pp | 59.30%-40.8pp |
| Employer contribution / active EE | $204 | $406-49.8% | $987-79.3% | $2,234-90.9% |
| Participant deferral / active EE | $257 | $941-72.7% | $1,861-86.2% | $3,806-93.2% |
| Admin fee / account holder | $144 | $123+17.2% | $2,859-95.0% | $158-8.9% |