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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,565 |
KERBERROSE WEALTH MANAGEMENT3 years Filed as: KERBERROSE WEALTH MANAGEMENT, LLC Service code 26 · EIN 02-2352658 115 E. 5TH STREET · SHAWANO, WI 54166 | Advisory (Participants) | $7,721 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,173 | $60,393-83.2% | $81,820-87.6% | $74,429-86.3% |
| Participation rate | 94.9% | 62.9%+32.0pp | 72.4%+22.6pp | 67.2%+27.7pp |
| Annual return | 14.23% | 16.89%-2.7pp | 777.93%-763.7pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,067 | $2,626-59.4% | $2,915-63.4% | $2,625-59.3% |
| Participant deferral / active EE | $1,844 | $3,397-45.7% | $4,323-57.3% | $4,348-57.6% |
| Admin fee / account holder | $109 | $1,491-92.7% | $7,391-98.5% | $1,944-94.4% |