Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 73 · EIN 01-0233346 | Other insurance fees and expenses | $5,577 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $57,821-100.0% | $111,575-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 8.4%-8.4pp | 5.5%-5.5pp |
| Annual return | 6.35% | 5.86%+0.5pp | 18.87%-12.5pp | 5.86%+0.5pp |
| Employer contribution / active EE | $226 | $10,137-97.8% | $19,828-98.9% | $10,137-97.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $68-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $262-100.0% | $387-100.0% |