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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,270 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $11,648 |
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.
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 | $1,517 | $81,719-98.1% | $101,275-98.5% | $90,274-98.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.43% | 337.64%-326.2pp | 46.46%-35.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $2 | $3,622-99.9% | $3,660-99.9% | $2,523-99.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $13 | $162-91.8% | $5,948-99.8% | $114-88.3% |