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| Provider | Service type | Compensation |
|---|---|---|
FINANXIAL, CORP.2+ years Service code 21 · EIN 66-0591759 | Bank Trustee | $27,804 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $18,020 |
Annual investment return 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 | $10,665 | $71,666-85.1% | $117,861-91.0% | $69,631-84.7% |
| Participation rate | 95.8% | 77.5%+18.3pp | 79.7%+16.2pp | 70.7%+25.2pp |
| Annual return | 12.75% | 18.86%-6.1pp | 335.11%-322.4pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $644 | $1,889-65.9% | $3,786-83.0% | $2,032-68.3% |
| Participant deferral / active EE | $2,063 | $3,340-38.2% | $4,482-54.0% | $3,224-36.0% |
| Admin fee / account holder | $109 | $120-9.3% | $8,021-98.6% | $110-1.2% |