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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-6174009 | Advisory (Plan) | $8,928 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,148 | $52,961+21.1% | $172,755-62.9% | $65,185-1.6% |
| Participation rate | 91.7% | 66.2%+25.5pp | 82.6%+9.0pp | 70.2%+21.5pp |
| Annual return | 31.03% | 30.12%+0.9pp | 802.94%-771.9pp | 29.38%+1.6pp |
| Employer contribution / active EE | $3,443 | $2,190+57.2% | $5,144-33.1% | $2,177+58.2% |
| Participant deferral / active EE | $2,282 | $2,471-7.6% | $5,198-56.1% | $3,514-35.1% |
| Admin fee / account holder | $62 | $472-86.8% | $13,955-99.6% | $847-92.6% |