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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $15,751 | $42,546-63.0% | $71,796-78.1% | $55,167-71.4% |
| Participation rate | 34.9% | 59.1%-24.2pp | 69.1%-34.2pp | 69.0%-34.1pp |
| Annual return | 19.82% | 12.36%+7.5pp | 78.04%-58.2pp | 169.23%-149.4pp |
| Employer contribution / active EE | $497 | $803-38.2% | $1,924-74.2% | $1,963-74.7% |
| Participant deferral / active EE | $687 | $2,064-66.7% | $2,794-75.4% | $3,054-77.5% |
| Admin fee / account holder | $80 | $650-87.6% | $4,815-98.3% | $504-84.1% |