Filed November 30, 2021 (most recent of 2 filings on file)
Total covered: 50 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $47,907 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,712 | $64,138+10.2% | $112,244-37.0% | $66,923+5.7% |
| Participation rate | 61.2% | 68.5%-7.2pp | 75.1%-13.8pp | 69.8%-8.6pp |
| Annual return | -21.57% | -13.81%-7.8pp | 27.46%-49.0pp | 1.58%-23.2pp |
| Employer contribution / active EE | $426 | $3,006-85.8% | $3,635-88.3% | $2,545-83.3% |
| Participant deferral / active EE | $5,787 | $3,694+56.7% | $4,728+22.4% | $4,237+36.6% |
| Admin fee / account holder | $518 | $625-17.2% | $6,411-91.9% | $593-12.8% |