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| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC2 years Service code 10 · EIN 58-1250486 | Accounting | $10,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,060 | $114,130-72.8% | $96,192-67.7% | $167,553-81.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 10.69% | 190.07%-179.4pp | 192.09%-181.4pp | 478.89%-468.2pp |
| Employer contribution / active EE | $3,650 | $3,431+6.4% | $2,799+30.4% | $4,840-24.6% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $151 | $6,901-97.8% | $5,539-97.3% | $12,316-98.8% |