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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
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 | $12,976 | $85,171-84.8% | $172,753-92.5% | $72,976-82.2% |
| Participation rate | 72.3% | 70.1%+2.3pp | 82.6%-10.3pp | 69.5%+2.9pp |
| Annual return | 16.58% | 27.32%-10.7pp | 803.00%-786.4pp | 81.02%-64.4pp |
| Employer contribution / active EE | $319 | $3,324-90.4% | $5,144-93.8% | $2,440-86.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $243 | $5,880-95.9% | $13,956-98.3% | $5,124-95.3% |