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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $90 |
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 | $26,563 | $100,060-73.5% | $149,721-82.3% | $70,126-62.1% |
| Participation rate | 48.5% | 83.6%-35.1pp | 87.1%-38.5pp | 69.5%-21.0pp |
| Annual return | 14.91% | 27.46%-12.6pp | 1501.67%-1486.8pp | 73.15%-58.2pp |
| Employer contribution / active EE | $228 | $3,661-93.8% | $5,444-95.8% | $2,343-90.3% |
| Participant deferral / active EE | $2,950 | $4,982-40.8% | $6,568-55.1% | $3,332-11.5% |
| Admin fee / account holder | $109 | $8,285-98.7% | $11,282-99.0% | $4,645-97.7% |