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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 20-0843018 | Direct Payment | $2,008,344 |
Service code 18 · EIN 13-2614959 | Direct payment from the plan; Custodi... | $65,553 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.32% | 7.96%-6.6pp | 5.04%-3.7pp | 8.76%-7.4pp |
| Employer contribution / active EE | $18,871 | $15,125+24.8% | $26,454-28.7% | $16,664+13.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |