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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $12,893 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,693 | $58,895-30.9% | $178,503-77.2% | $73,497-44.6% |
| Participation rate | 74.1% | 66.2%+7.9pp | 81.9%-7.8pp | 70.7%+3.4pp |
| Annual return | 10.37% | 24.86%-14.5pp | 151.12%-140.8pp | 28.51%-18.1pp |
| Employer contribution / active EE | $2,066 | $2,236-7.6% | $5,011-58.8% | $2,270-9.0% |
| Participant deferral / active EE | $2,833 | $2,567+10.4% | $5,202-45.6% | $3,740-24.3% |
| Admin fee / account holder | $123 | $400-69.4% | $13,987-99.1% | $513-76.1% |