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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,917 |
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 | $11,474 | $55,002-79.1% | $59,899-80.8% | $56,289-79.6% |
| Participation rate | 60.3% | 75.9%-15.6pp | 74.7%-14.4pp | 69.9%-9.5pp |
| Annual return | -2.31% | 1.13%-3.4pp | 3.46%-5.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $968 | $2,448-60.5% | $2,723-64.5% | $2,111-54.2% |
| Participant deferral / active EE | $375 | $3,121-88.0% | $3,402-89.0% | $3,350-88.8% |
| Admin fee / account holder | $33 | $236-86.0% | $3,592-99.1% | $521-93.7% |