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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP1+ years Service code 10 · EIN 73-1413977 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,459 | $32,425-27.7% | $74,577-68.5% | $55,167-57.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 4.73% | 10.63%-5.9pp | 20.47%-15.7pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,675 | $1,043+60.5% | $2,525-33.7% | $1,963-14.7% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $57 | $748-92.4% | $4,138-98.6% | $504-88.8% |