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| Provider | Service type | Compensation |
|---|---|---|
ROY & ASSOCIATES3+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $71,960 |
US BANK3+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $34,462 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $29,473 |
HENNINGFIELD & ASSOCIATES, INC.3+ years Service code 10 · EIN 54-2189926 | Accounting | $18,277 |
PRINCE, YEATES & GELDZAHLER3+ years Service code 29 · EIN 87-0481872 | Legal | $6,657 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 13.95% | -1.53%+15.5pp | -2.18%+16.1pp | -0.69%+14.6pp |
| Employer contribution / active EE | $1,861 | $14,498-87.2% | $38,751-95.2% | $16,786-88.9% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |