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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $11,221 | $47,977-76.6% | $154,111-92.7% | $56,287-80.1% |
| Participation rate | 71.8% | 66.2%+5.6pp | 83.0%-11.3pp | 69.9%+1.9pp |
| Annual return | 6.96% | 3.54%+3.4pp | 735.18%-728.2pp | -9.96%+16.9pp |
| Employer contribution / active EE | $106 | $2,169-95.1% | $5,298-98.0% | $2,111-95.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $7 | $438-98.3% | $13,411-99.9% | $521-98.6% |