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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,679 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,922 | $46,732-59.5% | $156,551-87.9% | $55,167-65.7% |
| Participation rate | 59.4% | 65.8%-6.4pp | 84.0%-24.6pp | 69.0%-9.6pp |
| Annual return | 32.20% | 17.72%+14.5pp | 32.23%0pp | 169.23%-137.0pp |
| Employer contribution / active EE | $1,155 | $2,105-45.1% | $5,501-79.0% | $1,963-41.1% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $42 | $418-90.0% | $13,028-99.7% | $504-91.7% |