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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 59-3560915 | Accounting | $27,042 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $11,481 |
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 | $29,753 | $105,581-71.8% | $70,476-57.8% | $90,274-67.0% |
| Participation rate | 59.5% | 77.5%-18.1pp | 75.1%-15.6pp | 73.4%-13.9pp |
| Annual return | 19.44% | 14.78%+4.7pp | 109.12%-89.7pp | 53.97%-34.5pp |
| Employer contribution / active EE | $998 | $3,304-69.8% | $2,738-63.6% | $2,523-60.5% |
| Participant deferral / active EE | $2,077 | $3,813-45.5% | $3,710-44.0% | $4,231-50.9% |
| Admin fee / account holder | $239 | $68+253.6% | $3,847-93.8% | $114+109.3% |