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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $132 |
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 | $23,298 | $94,529-75.4% | $140,019-83.4% | $64,173-63.7% |
| Participation rate | 63.3% | 84.1%-20.8pp | 87.5%-24.2pp | 69.6%-6.2pp |
| Annual return | -6.49% | 7.77%-14.3pp | 651.17%-657.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $317 | $3,812-91.7% | $5,605-94.3% | $2,381-86.7% |
| Participant deferral / active EE | $3,125 | $5,250-40.5% | $6,927-54.9% | $3,470-9.9% |
| Admin fee / account holder | $105 | $6,741-98.4% | $10,705-99.0% | $4,887-97.9% |