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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-1526584 | Recordkeeping | $15,830 |
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 | $12,227 | $39,898-69.4% | $121,220-89.9% | $55,725-78.1% |
| Participation rate | 71.4% | 61.2%+10.2pp | 71.8%-0.4pp | 70.9%+0.5pp |
| Annual return | -3.29% | -0.96%-2.3pp | 16.94%-20.2pp | 244.93%-248.2pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,023-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,702 | $2,439-30.2% | $3,345-49.1% | $3,356-49.3% |
| Admin fee / account holder | $47 | $95-51.0% | $5,021-99.1% | $115-59.6% |