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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,783 | $52,467-73.7% | $57,196-75.9% | $55,167-75.0% |
| Participation rate | 60.7% | 75.8%-15.1pp | 75.3%-14.6pp | 69.0%-8.2pp |
| Annual return | 3.63% | 7.72%-4.1pp | 14.59%-11.0pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,049 | $2,477-57.6% | $2,683-60.9% | $1,963-46.5% |
| Participant deferral / active EE | $423 | $2,830-85.1% | $3,096-86.3% | $3,054-86.2% |
| Admin fee / account holder | $38 | $269-85.7% | $3,141-98.8% | $504-92.4% |