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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $28,237 |
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 | $15,061 | $52,967-71.6% | $172,753-91.3% | $65,186-76.9% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+15.0pp | 70.2%+27.4pp |
| Annual return | 20.82% | 30.12%-9.3pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $291 | $2,190-86.7% | $5,144-94.3% | $2,177-86.6% |
| Participant deferral / active EE | $939 | $2,471-62.0% | $5,198-81.9% | $3,514-73.3% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |