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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,404 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,109 | $47,977-60.2% | $154,108-87.6% | $56,289-66.1% |
| Participation rate | 70.6% | 66.2%+4.4pp | 83.0%-12.5pp | 69.9%+0.7pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.21%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $280 | $2,169-87.1% | $5,298-94.7% | $2,111-86.7% |
| Participant deferral / active EE | $767 | $2,392-67.9% | $5,081-84.9% | $3,350-77.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |