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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $60 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,516 | $74,089-71.0% | $133,975-83.9% | $55,167-61.0% |
| Participation rate | 36.8% | 84.3%-47.5pp | 87.1%-50.3pp | 69.0%-32.2pp |
| Annual return | 7.32% | 12.11%-4.8pp | 29.29%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $345 | $3,064-88.7% | $5,211-93.4% | $1,963-82.4% |
| Participant deferral / active EE | $2,973 | $4,678-36.4% | $6,282-52.7% | $3,054-2.6% |
| Admin fee / account holder | $97 | $458-78.9% | $9,324-99.0% | $504-80.8% |