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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION1+ years Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $40 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,149 | $70,667-74.3% | $123,106-85.3% | $52,331-65.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 16.45% | 6.23%+10.2pp | 13.22%+3.2pp | 4.54%+11.9pp |
| Employer contribution / active EE | $1,083 | $2,946-63.2% | $5,151-79.0% | $1,882-42.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |