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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 48-0890241 | Accounting | $0 |
Participant 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.
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 | $9,988 | $61,166-83.7% | $185,837-94.6% | $79,393-87.4% |
| Participation rate | 87.2% | 66.6%+20.5pp | 81.7%+5.5pp | 70.7%+16.5pp |
| Annual return | 22.61% | 19.45%+3.2pp | 122.08%-99.5pp | 116.87%-94.3pp |
| Employer contribution / active EE | $1,065 | $2,321-54.1% | $5,168-79.4% | $2,428-56.1% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $710-99.7% | $16,241-100.0% | $627-99.7% |