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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $675 |
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 | $13,855 | $86,341-84.0% | $125,192-88.9% | $65,185-78.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 18.76% | 27.44%-8.7pp | 43.79%-25.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $877 | $2,040-57.0% | $3,866-77.3% | $2,177-59.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $106 | $609-82.5% | $9,704-98.9% | $847-87.4% |