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| Provider | Service type | Compensation |
|---|---|---|
SUTTLE & STALNAKER, PLLC5 years Service code 10 · EIN 55-0538163 | Accounting | $17,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,107 | $54,573-55.8% | $90,970-73.5% | $73,497-67.2% |
| Participation rate | 59.4% | 61.2%-1.8pp | 69.0%-9.6pp | 70.7%-11.3pp |
| Annual return | 16.45% | 16.69%-0.2pp | 134.60%-118.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,378 | $2,517-45.2% | $3,373-59.1% | $3,740-63.1% |
| Admin fee / account holder | $152 | $521-70.9% | $5,961-97.5% | $513-70.4% |