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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,582 |
Filed as: KERBERROSE WEALTH MANAGEMENT, LLC Service code 15 · EIN 02-2352658 115 E. 5TH STREET · SHAWANO, WI 54166 | Recordkeeping | $5,618 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,527 | $51,197-85.3% | $82,719-90.9% | $66,914-88.8% |
| Participation rate | 79.3% | 67.8%+11.5pp | 72.6%+6.7pp | 69.8%+9.5pp |
| Annual return | -20.21% | -9.64%-10.6pp | 701.18%-721.4pp | 1.58%-21.8pp |
| Employer contribution / active EE | $858 | $2,611-67.1% | $3,009-71.5% | $2,544-66.3% |
| Participant deferral / active EE | $1,558 | $3,458-54.9% | $4,395-64.5% | $4,237-63.2% |
| Admin fee / account holder | $134 | $416-67.6% | $5,329-97.5% | $593-77.3% |