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| Provider | Service type | Compensation |
|---|---|---|
JACOB, HAXTON & BOORD, LLC2+ years Service code 11 · EIN 20-0754801 | Actuarial | $7,285 |
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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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 10.44% | 9.55%+0.9pp | 10.16%+0.3pp | 10.41%0pp |
| Employer contribution / active EE | $3,429 | $14,371-76.1% | $33,192-89.7% | $14,691-76.7% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |