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 | $24,807 |
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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 | $0 | $0 | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -0.66% | 3.11%-3.8pp | -0.97%+0.3pp | 3.11%-3.8pp |
| Employer contribution / active EE | $1,187 | $9,361-87.3% | $22,441-94.7% | $9,361-87.3% |
| Participant deferral / active EE | $0 | $375-100.0% | $183-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | - |