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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $116,322 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,950 | $58,911-81.4% | $129,384-91.5% | $77,736-85.9% |
| Participation rate | 90.7% | 59.4%+31.3pp | 69.6%+21.1pp | 70.6%+20.1pp |
| Annual return | 24.59% | 24.75%-0.2pp | 9461.77%-9437.2pp | 31.26%-6.7pp |
| Employer contribution / active EE | $1,220 | $1,955-37.6% | $4,153-70.6% | $2,728-55.3% |
| Participant deferral / active EE | $1,602 | $3,220-50.2% | $4,166-61.5% | $4,651-65.6% |
| Admin fee / account holder | $122 | $592-79.4% | $7,686-98.4% | $433-71.9% |