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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP4+ years Service code 10 · EIN 73-1413977 | Accounting | $13,800 |
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 | $22,838 | $38,365-40.5% | $84,637-73.0% | $65,186-65.0% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 6.87% | 32.00%-25.1pp | 258.82%-252.0pp | 29.39%-22.5pp |
| Employer contribution / active EE | $1,966 | $1,258+56.2% | $2,653-25.9% | $2,177-9.7% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $61 | $451-86.5% | $4,914-98.8% | $847-92.8% |