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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 | Accounting | $39,522 |
BENNETT & ASSOCIATES CPAS PLLC8+ years Service code 10 · EIN 27-3488128 | Accounting | $17,640 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $13,389 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC5 years Service code 29 · EIN 38-2995783 | Legal | $8,747 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,478 | $88,479-68.9% | $96,538-71.5% | $80,169-65.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -0.07% | 22.53%-22.6pp | 35.74%-35.8pp | 40.39%-40.5pp |
| Employer contribution / active EE | $813 | $4,177-80.5% | $3,740-78.3% | $2,978-72.7% |
| Participant deferral / active EE | $2,446 | $3,961-38.2% | $4,880-49.9% | $5,016-51.2% |
| Admin fee / account holder | $58 | $211-72.5% | $6,737-99.1% | $145-59.9% |