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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $246 |
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.
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 | $21,680 | $75,183-71.2% | $123,894-82.5% | $55,167-60.7% |
| Participation rate | 52.3% | 72.8%-20.5pp | 81.4%-29.1pp | 69.0%-16.7pp |
| Annual return | 15.01% | 19.01%-4.0pp | 47.52%-32.5pp | 169.23%-154.2pp |
| Employer contribution / active EE | $638 | $2,823-77.4% | $4,617-86.2% | $1,963-67.5% |
| Participant deferral / active EE | $2,195 | $5,084-56.8% | $5,984-63.3% | $3,054-28.1% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.1% |