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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,662 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,311 | $71,192-32.1% | $117,861-59.0% | $62,293-22.4% |
| Participation rate | 90.4% | 74.2%+16.2pp | 79.7%+10.7pp | 69.5%+20.9pp |
| Annual return | 15.71% | 18.66%-3.0pp | 335.11%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $383 | $1,934-80.2% | $3,786-89.9% | $2,042-81.2% |
| Participant deferral / active EE | $3,079 | $3,189-3.5% | $4,482-31.3% | $3,169-2.9% |
| Admin fee / account holder | $12 | $587-98.0% | $8,021-99.9% | $479-97.5% |