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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $7,597 | $4,881,575-99.8% | $271,705-97.2% | $4,881,575-99.8% |
| Participation rate | 51.8% | 30.4%+21.4pp | 91.9%-40.1pp | 30.4%+21.4pp |
| Annual return | 1.17% | -0.45%+1.6pp | -1.43%+2.6pp | -0.45%+1.6pp |
| Employer contribution / active EE | $2 | $4,120-99.9% | $22,279-100.0% | $4,120-99.9% |
| Participant deferral / active EE | $0 | $859-100.0% | $1,725-100.0% | $859-100.0% |
| Admin fee / account holder | $0 | $31,126-100.0% | $9,035-100.0% | $31,126-100.0% |