Filed August 4, 2021 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $9,558 | $46,325-79.4% | $143,788-93.4% | $64,814-85.3% |
| Participation rate | 63.7% | 64.2%-0.5pp | 80.3%-16.6pp | 71.5%-7.8pp |
| Annual return | -11.81% | -10.05%-1.8pp | -0.03%-11.8pp | 32.84%-44.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $17 | $154-89.0% | $14,675-99.9% | $188-91.0% |