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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,259 |
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 | $13,473 | $66,650-79.8% | $92,915-85.5% | $67,582-80.1% |
| Participation rate | 53.5% | 72.5%-19.0pp | 76.0%-22.5pp | 71.3%-17.8pp |
| Annual return | 21.61% | 92.64%-71.0pp | 109.45%-87.8pp | 378.57%-357.0pp |
| Employer contribution / active EE | $0 | $2,777-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,560 | $3,160-50.6% | $4,238-63.2% | $3,539-55.9% |
| Admin fee / account holder | $108 | $199-46.0% | $5,796-98.1% | $142-24.4% |