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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,515 |
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 | $46,493 | $66,302-29.9% | $110,243-57.8% | $56,289-17.4% |
| Participation rate | 77.5% | 74.9%+2.6pp | 79.8%-2.3pp | 69.9%+7.7pp |
| Annual return | -5.36% | -1.18%-4.2pp | 314.76%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $395 | $2,047-80.7% | $3,827-89.7% | $2,111-81.3% |
| Participant deferral / active EE | $2,982 | $3,381-11.8% | $4,672-36.2% | $3,350-11.0% |
| Admin fee / account holder | $7 | $698-98.9% | $8,548-99.9% | $521-98.6% |