Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 11 · EIN 36-6055558 | Actuarial | $35,000 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $34,704 |
ROGERS WEALTH GROUP, INC.2+ years Filed as: ROGERS FINANCIAL GROUP Service code 16 2262 BLUE STONE HILLS DRIVE, STE B · HARRISONBURG, VA 22801 | Consulting | $18,000 |
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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 | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 10.28% | 12.03%-1.7pp | 14.41%-4.1pp | 23.90%-13.6pp |
| Employer contribution / active EE | $2,601 | $30,615-91.5% | $45,283-94.3% | $16,539-84.3% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |