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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,803 | $46,360-85.3% | $147,617-95.4% | $52,331-87.0% |
| Participation rate | 19.5% | 64.9%-45.5pp | 84.6%-65.2pp | 68.1%-48.6pp |
| Annual return | 28.37% | 1.62%+26.8pp | 61.98%-33.6pp | 4.54%+23.8pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $647 | $2,258-71.3% | $4,895-86.8% | $3,022-78.6% |
| Admin fee / account holder | $24 | $766-96.9% | $11,612-99.8% | $592-95.9% |