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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,044 |
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 | $3,302 | $23,224-85.8% | $71,086-95.4% | $55,725-94.1% |
| Participation rate | 65.4% | 37.9%+27.5pp | 54.7%+10.7pp | 70.9%-5.5pp |
| Annual return | -4.81% | -2.87%-1.9pp | 650.59%-655.4pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $588 | $929-36.7% | $1,874-68.6% | $3,356-82.5% |
| Admin fee / account holder | $28 | $118-76.3% | $3,082-99.1% | $115-75.7% |