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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $48,684 |
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 | $50,193 | $86,341-41.9% | $125,195-59.9% | $65,186-23.0% |
| Participation rate | 82.8% | 75.3%+7.5pp | 79.8%+3.0pp | 70.2%+12.6pp |
| Annual return | 21.88% | 27.44%-5.6pp | 43.79%-21.9pp | 29.39%-7.5pp |
| Employer contribution / active EE | $451 | $2,040-77.9% | $3,866-88.3% | $2,177-79.3% |
| Participant deferral / active EE | $3,114 | $3,538-12.0% | $4,937-36.9% | $3,514-11.4% |
| Admin fee / account holder | $6 | $609-99.0% | $9,704-99.9% | $847-99.3% |