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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 06-1050034 | Participant communication; Recordkeep... | $98,250 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -5.70% | 0.10%-5.8pp | -4.80%-0.9pp | -14.65%+9.0pp |
| Employer contribution / active EE | -$52,105 | $45,650-214.1% | $30,897-268.6% | $46,322-212.5% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |