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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,612 |
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 | $10,498 | $36,916-71.6% | $156,551-93.3% | $57,658-81.8% |
| Participation rate | 47.2% | 63.4%-16.2pp | 84.0%-36.8pp | 70.2%-23.0pp |
| Annual return | 6.07% | 12.38%-6.3pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $174 | $1,571-88.9% | $5,501-96.8% | $1,974-91.2% |
| Participant deferral / active EE | $830 | $1,926-56.9% | $4,871-83.0% | $3,061-72.9% |
| Admin fee / account holder | $58 | $82-30.1% | $13,028-99.6% | $95-39.0% |