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| Provider | Service type | Compensation |
|---|---|---|
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $8,600 |
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 | $20,707 | $60,165-65.6% | $74,184-72.1% | $55,167-62.5% |
| Participation rate | 82.6% | 74.2%+8.5pp | 76.6%+6.0pp | 69.0%+13.6pp |
| Annual return | 6.08% | 10.00%-3.9pp | 17.74%-11.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $625 | $1,600-60.9% | $2,370-73.6% | $1,963-68.2% |
| Participant deferral / active EE | $1,760 | $2,973-40.8% | $3,550-50.4% | $3,054-42.4% |
| Admin fee / account holder | $74 | $419-82.4% | $5,586-98.7% | $504-85.4% |