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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,779 |
KERBERROSE WEALTH MANAGEMENT2 years Filed as: KERBERROSE WEALTH MANAGEMENT, LLC Service code 15 · EIN 02-2352658 115 E. 5TH STREET · SHAWANO, WI 54166 | Recordkeeping | $6,532 |
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 | $8,085 | $58,292-86.1% | $86,640-90.7% | $71,511-88.7% |
| Participation rate | 88.7% | 65.0%+23.7pp | 71.7%+17.0pp | 67.9%+20.8pp |
| Annual return | 19.52% | 21.63%-2.1pp | 592.52%-573.0pp | 28.86%-9.3pp |
| Employer contribution / active EE | $935 | $2,574-63.7% | $3,024-69.1% | $2,589-63.9% |
| Participant deferral / active EE | $1,697 | $3,438-50.6% | $4,438-61.8% | $4,291-60.4% |
| Admin fee / account holder | $106 | $1,057-89.9% | $5,616-98.1% | $1,588-93.3% |