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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 82-1667008 | Actuarial | $75,601 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.44% | 14.29%+2.2pp | 14.64%+1.8pp | 21.83%-5.4pp |
| Employer contribution / active EE | $2,389 | $12,083-80.2% | $41,831-94.3% | $12,237-80.5% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |