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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 | Accounting | $40,313 |
BENNETT & ASSOCIATES CPAS PLLC9+ years Service code 10 · EIN 27-3488128 | Accounting | $17,657 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 · EIN 06-1050034 | Recordkeeping | $13,488 |
THE SEGAL COMPANY7 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $12,500 |
FERGUSON WIDMAYER & CLARK PC6 years Service code 29 · EIN 38-2995783 | Legal | $11,967 |
Employer contribution per participant 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 | $32,992 | $241,850-86.4% | $102,412-67.8% | $199,960-83.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.25% | 17.67%+1.6pp | 24.94%-5.7pp | 34.28%-15.0pp |
| Employer contribution / active EE | $1,061 | $4,253-75.0% | $3,870-72.6% | $3,036-65.0% |
| Participant deferral / active EE | $2,648 | $3,961-33.1% | $5,060-47.7% | $5,087-47.9% |
| Admin fee / account holder | $61 | $288-78.8% | $8,388-99.3% | $269-77.3% |