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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 · EIN 66-0561870 | Other investment fees and expenses | $125 |
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 | $8,168 | $52,293-84.4% | $178,503-95.4% | $73,412-88.9% |
| Participation rate | 88.4% | 65.3%+23.1pp | 81.9%+6.5pp | 72.2%+16.2pp |
| Annual return | 24.83% | 34.75%-9.9pp | 151.12%-126.3pp | 59.30%-34.5pp |
| Employer contribution / active EE | $671 | $1,736-61.4% | $5,011-86.6% | $2,234-70.0% |
| Participant deferral / active EE | $1,495 | $2,333-35.9% | $5,202-71.3% | $3,806-60.7% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |