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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,668 |
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 | $6,820 | $42,810-84.1% | $169,452-96.0% | $55,725-87.8% |
| Participation rate | 73.0% | 64.7%+8.3pp | 77.8%-4.7pp | 70.9%+2.2pp |
| Annual return | -6.15% | -3.61%-2.5pp | 1.83%-8.0pp | 244.93%-251.1pp |
| Employer contribution / active EE | $422 | $1,402-69.9% | $4,157-89.8% | $2,078-79.7% |
| Participant deferral / active EE | $1,033 | $3,141-67.1% | $5,277-80.4% | $3,356-69.2% |
| Admin fee / account holder | $41 | $106-61.8% | $9,110-99.6% | $115-64.7% |