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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,346 | $53,925-73.4% | $75,670-81.0% | $69,631-79.4% |
| Participation rate | 19.9% | 71.2%-51.3pp | 72.3%-52.4pp | 70.7%-50.8pp |
| Annual return | 28.80% | 17.84%+11.0pp | 27.34%+1.5pp | 27571.02%-27542.2pp |
| Employer contribution / active EE | $450 | $1,802-75.0% | $2,352-80.9% | $2,032-77.9% |
| Participant deferral / active EE | $723 | $2,569-71.9% | $3,142-77.0% | $3,224-77.6% |
| Admin fee / account holder | $55 | $97-43.3% | $5,800-99.1% | $110-50.2% |