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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 35-0145825 | Participant Communication | $27,134 |
Participant 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 | $36,110 | $58,895-38.7% | $178,503-79.8% | $73,497-50.9% |
| Participation rate | 90.3% | 66.2%+24.0pp | 81.9%+8.3pp | 70.7%+19.6pp |
| Annual return | 16.53% | 24.86%-8.3pp | 151.12%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,432 | $2,236-35.9% | $5,011-71.4% | $2,270-36.9% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8 | $400-97.9% | $13,987-99.9% | $513-98.3% |