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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $34,175 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,426 |
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 | $82,991 | $64,909+27.9% | $82,312+0.8% | $62,293+33.2% |
| Participation rate | 75.4% | 74.9%+0.6pp | 76.9%-1.5pp | 69.5%+5.9pp |
| Annual return | 14.39% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $177 | $1,676-89.5% | $2,428-92.7% | $2,042-91.3% |
| Participant deferral / active EE | $2,294 | $3,103-26.1% | $3,706-38.1% | $3,169-27.6% |
| Admin fee / account holder | $297 | $440-32.3% | $5,608-94.7% | $479-38.0% |