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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $19,834 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,511 | $74,089+157.1% | $133,980+42.2% | $55,167+245.3% |
| Participation rate | 96.2% | 84.3%+12.0pp | 87.1%+9.2pp | 69.0%+27.2pp |
| Annual return | 8.25% | 12.11%-3.9pp | 29.30%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,773 | $4,678+66.2% | $6,282+23.7% | $3,054+154.5% |
| Admin fee / account holder | $240 | $458-47.5% | $9,324-97.4% | $504-52.3% |