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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.4+ years Service code 17 · EIN 58-2380163 | Pension Consulting | $19,044 |
MAULDIN & JENKINS2 years Service code 10 · EIN 58-0692043 | Accounting | $11,500 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $10,609 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,686 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,551 | $62,267+14.9% | $110,238-35.1% | $55,725+28.4% |
| Participation rate | 87.5% | 78.1%+9.3pp | 79.8%+7.6pp | 70.9%+16.6pp |
| Annual return | -1.97% | -1.07%-0.9pp | 314.74%-316.7pp | 244.93%-246.9pp |
| Employer contribution / active EE | $560 | $1,941-71.2% | $3,826-85.4% | $2,078-73.1% |
| Participant deferral / active EE | $3,353 | $3,516-4.6% | $4,672-28.2% | $3,356-0.1% |
| Admin fee / account holder | $26 | $121-78.2% | $8,547-99.7% | $115-77.1% |