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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $257 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,569 | $89,652-77.1% | $141,197-85.4% | $65,186-68.4% |
| Participation rate | 21.7% | 74.7%-53.0pp | 82.5%-60.8pp | 70.2%-48.5pp |
| Annual return | 33.60% | 32.79%+0.8pp | 71.41%-37.8pp | 29.39%+4.2pp |
| Employer contribution / active EE | $793 | $3,065-74.1% | $4,736-83.3% | $2,177-63.6% |
| Participant deferral / active EE | $1,350 | $5,691-76.3% | $6,710-79.9% | $3,514-61.6% |
| Admin fee / account holder | $12 | $569-97.9% | $10,265-99.9% | $847-98.6% |