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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $27,798 |
CONTINENTAL BENEFITS GROUP, INC.4+ years Service code 17 · EIN 01-0724493 | Pension Consulting | $4,375 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $2,602 |
SOUTH COAST ASSUR CO1 year Service code 17 · EIN 27-0132234 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $81,310 | $37,196+118.6% | $154,114-47.2% | $55,725+45.9% |
| Participation rate | 52.7% | 64.1%-11.4pp | 83.0%-30.3pp | 70.9%-18.1pp |
| Annual return | -5.24% | 1319.68%-1324.9pp | 735.16%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,917 | $1,614+80.7% | $5,298-44.9% | $2,078+40.4% |
| Participant deferral / active EE | $1,182 | $2,068-42.9% | $5,081-76.7% | $3,356-64.8% |
| Admin fee / account holder | $181 | $102+78.3% | $13,411-98.6% | $115+57.3% |