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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,489 | $86,791-83.3% | $115,038-87.4% | $59,188-75.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | -0.07% | 4.44%-4.5pp | 26.14%-26.2pp | 5.51%-5.6pp |
| Employer contribution / active EE | $331 | $2,950-88.8% | $4,608-92.8% | $2,098-84.2% |
| Participant deferral / active EE | $1,480 | $5,298-72.1% | $6,026-75.4% | $3,265-54.7% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |