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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,441 | $52,884-85.9% | $84,753-91.2% | $55,167-86.5% |
| Participation rate | 51.7% | 67.5%-15.9pp | 76.6%-24.9pp | 69.0%-17.3pp |
| Annual return | 6.33% | 18.03%-11.7pp | 22.78%-16.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,195 | $2,644-54.8% | $3,712-67.8% | $3,054-60.9% |
| Admin fee / account holder | $76 | $581-86.9% | $5,333-98.6% | $504-84.9% |