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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $11,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,056 | $57,921-84.4% | $84,753-89.3% | $57,658-84.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 11.89% | 10.24%+1.6pp | 22.78%-10.9pp | 5.13%+6.8pp |
| Employer contribution / active EE | $7 | $2,598-99.7% | $3,574-99.8% | $1,974-99.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $14 | $130-88.9% | $5,333-99.7% | $95-84.8% |