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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $427 |
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 | $19,101 | $57,976-67.1% | $63,018-69.7% | $62,293-69.3% |
| Participation rate | 34.7% | 75.9%-41.2pp | 74.8%-40.1pp | 69.5%-34.8pp |
| Annual return | 15.59% | 17.54%-2.0pp | 87.62%-72.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $889 | $2,956-69.9% | $3,330-73.3% | $3,169-72.0% |
| Admin fee / account holder | $54 | $276-80.6% | $3,601-98.5% | $479-88.8% |