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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.1+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $16,605 |
PUGH & COMPANY, PC1+ years Filed as: PUGH & COMPANY Service code 10 · EIN 62-1142155 | Accounting | $9,200 |
Participant 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 | $18,280 | $46,745-60.9% | $60,547-69.8% | $52,331-65.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 2.68% | 0.61%+2.1pp | 335.64%-333.0pp | 4.54%-1.9pp |
| Employer contribution / active EE | $1,769 | $1,259+40.5% | $2,419-26.9% | $1,882-6.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $92 | $537-82.8% | $4,536-98.0% | $592-84.4% |