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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $587 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,962 | $84,482-72.8% | $125,363-81.7% | $66,930-65.7% |
| Participation rate | 61.4% | 76.4%-15.0pp | 82.4%-20.9pp | 69.8%-8.4pp |
| Annual return | 19.68% | -8.49%+28.2pp | 572.15%-552.5pp | 1.57%+18.1pp |
| Employer contribution / active EE | $2,455 | $3,553-30.9% | $4,815-49.0% | $2,545-3.5% |
| Participant deferral / active EE | $5,580 | $6,782-17.7% | $7,447-25.1% | $4,238+31.7% |
| Admin fee / account holder | $183 | $685-73.2% | $10,005-98.2% | $593-69.1% |