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| Provider | Service type | Compensation |
|---|---|---|
LING & BOUMAN, LLP1 year Service code 10 · EIN 81-4590836 | Accounting | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,622 | $102,661-75.0% | $151,645-83.1% | $66,949-61.7% |
| Participation rate | 77.1% | 85.5%-8.4pp | 87.5%-10.4pp | 69.8%+7.3pp |
| Annual return | -19.63% | -10.81%-8.8pp | 3.34%-23.0pp | 1.57%-21.2pp |
| Employer contribution / active EE | $2,021 | $4,184-51.7% | $6,165-67.2% | $2,545-20.6% |
| Participant deferral / active EE | $6,095 | $6,645-8.3% | $8,363-27.1% | $4,239+43.8% |
| Admin fee / account holder | $73 | $630-88.3% | $11,614-99.4% | $594-87.6% |