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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
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 | $17,127 | $88,874-80.7% | $123,553-86.1% | $75,289-77.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -4.47% | 4.22%-8.7pp | 119.21%-123.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $349 | $3,256-89.3% | $4,628-92.5% | $2,405-85.5% |
| Participant deferral / active EE | $1,651 | $6,174-73.3% | $6,426-74.3% | $3,739-55.8% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |