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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $97 |
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 | $19,567 | $69,383-71.8% | $101,275-80.7% | $73,497-73.4% |
| Participation rate | 25.3% | 68.4%-43.1pp | 75.8%-50.5pp | 70.7%-45.4pp |
| Annual return | 15.75% | 18.46%-2.7pp | 46.48%-30.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $958 | $2,628-63.6% | $3,660-73.8% | $2,270-57.8% |
| Participant deferral / active EE | $991 | $3,301-70.0% | $4,371-77.3% | $3,740-73.5% |
| Admin fee / account holder | $144 | $704-79.5% | $5,948-97.6% | $513-71.9% |