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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $13,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $360,335-100.0% | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | - |
| Annual return | 352.51% | 25.06%+327.5pp | -752.26%+1104.8pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $31,802-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,223-100.0% | - |