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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $305 |
Participant 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 | $19,528 | $60,795-67.9% | $69,483-71.9% | $65,186-70.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 23.98% | 17.46%+6.5pp | 28.99%-5.0pp | 29.39%-5.4pp |
| Employer contribution / active EE | $898 | $2,452-63.4% | $2,780-67.7% | $2,177-58.7% |
| Participant deferral / active EE | $806 | $3,162-74.5% | $3,537-77.2% | $3,514-77.1% |
| Admin fee / account holder | $2 | $314-99.4% | $3,841-100.0% | $847-99.8% |