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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $4,160 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,556 | $49,471-64.5% | $79,583-77.9% | $66,949-73.8% |
| Participation rate | 56.0% | 61.4%-5.3pp | 69.5%-13.5pp | 69.8%-13.8pp |
| Annual return | -15.49% | 84.30%-99.8pp | 0.16%-15.7pp | 1.57%-17.1pp |
| Employer contribution / active EE | $211 | $1,266-83.3% | $2,414-91.3% | $2,545-91.7% |
| Participant deferral / active EE | $2,067 | $3,160-34.6% | $3,986-48.1% | $4,239-51.2% |
| Admin fee / account holder | $44 | $595-92.7% | $6,835-99.4% | $594-92.6% |