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| Provider | Service type | Compensation |
|---|---|---|
REHN & ASSOCIATES1+ years Service code 13 · EIN 91-1008626 | Contract Administrator | $56,400 |
VERUS1+ years Service code 16 · EIN 91-1320111 | Consulting | $53,333 |
TURNER, STOEVE & GAGLIARDI, P.S.1+ years Service code 29 · EIN 91-1282506 | Legal | $17,881 |
ANASTASI, MOORE & MARTIN, PLLC1+ years Filed as: ANASTASI, MOORE & MARTIN PLLC Service code 10 · EIN 20-8149084 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,000 | $55,516+90.9% | $75,784+39.9% | $59,188+79.1% |
| Participation rate | 46.4% | 73.6%-27.2pp | 75.8%-29.4pp | 69.4%-23.0pp |
| Annual return | 0.71% | -1.89%+2.6pp | 9.68%-9.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,776 | $2,604+6.6% | $3,323-16.5% | $2,098+32.3% |
| Participant deferral / active EE | $8 | $2,599-99.7% | $3,652-99.8% | $3,265-99.8% |
| Admin fee / account holder | $185 | $110+68.0% | $5,300-96.5% | $92+100.5% |