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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $11,618 | $45,324-74.4% | $122,354-90.5% | $69,631-83.3% |
| Participation rate | 55.4% | 59.9%-4.5pp | 71.6%-16.2pp | 70.7%-15.3pp |
| Annual return | 16.22% | 25.35%-9.1pp | 30.28%-14.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $396 | $1,230-67.8% | $4,051-90.2% | $2,032-80.5% |
| Participant deferral / active EE | $769 | $2,367-67.5% | $3,287-76.6% | $3,224-76.1% |
| Admin fee / account holder | $26 | $87-70.0% | $5,479-99.5% | $110-76.4% |