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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,996 |
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 | $41,747 | $65,125-35.9% | $143,797-71.0% | $66,949-37.6% |
| Participation rate | 75.5% | 65.2%+10.3pp | 80.3%-4.9pp | 69.8%+5.6pp |
| Annual return | -15.96% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $366 | $2,362-84.5% | $4,952-92.6% | $2,545-85.6% |
| Participant deferral / active EE | $2,862 | $2,920-2.0% | $5,638-49.2% | $4,239-32.5% |
| Admin fee / account holder | $10 | $503-97.9% | $14,679-99.9% | $594-98.2% |