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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUNTER BENEFITS Service code 29 · EIN 36-4430093 | Legal | $16,835 |
PILE CPAS2 years Filed as: PILE CPA'S Service code 29 · EIN 35-0865680 | Legal | $15,500 |
ASCENSUS LLC3+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $9,337 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,277 | $83,436-97.3% | $103,693-97.8% | $83,436-97.3% |
| Participation rate | 92.0% | 73.2%+18.8pp | 72.6%+19.3pp | 73.2%+18.8pp |
| Annual return | 4.59% | 19.34%-14.7pp | 47.61%-43.0pp | 19.34%-14.7pp |
| Employer contribution / active EE | $1,137 | $4,072-72.1% | $2,920-61.1% | $4,072-72.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $4,579-100.0% | $3,411-100.0% |
| Admin fee / account holder | $50 | $265-81.2% | $7,858-99.4% | $265-81.2% |