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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP3+ 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 | $9,371 | $60,545-84.5% | $92,240-89.8% | $69,631-86.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.75% | 19.71%-5.0pp | 176.29%-161.5pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $16 | $2,633-99.4% | $3,680-99.6% | $2,032-99.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $16 | $145-88.8% | $5,194-99.7% | $110-85.3% |