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| Provider | Service type | Compensation |
|---|---|---|
KEVIN J. DRISCOLL3+ years Filed as: KEVIN SMITH Service code 63 · EIN 43-0345811 | 12b-1 Fees | $8,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,475 | $51,466-31.1% | $78,778-55.0% | $62,293-43.1% |
| Participation rate | 66.7% | 59.8%+6.9pp | 69.2%-2.5pp | 69.5%-2.8pp |
| Annual return | 19.09% | 19.96%-0.9pp | 35.62%-16.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $488 | $827-41.0% | $1,986-75.4% | $2,042-76.1% |
| Participant deferral / active EE | $2,821 | $2,147+31.4% | $2,958-4.6% | $3,169-11.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |