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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THIRD SIGMA INVESTMENT ADVISORS LLC Service code 26 700 NORTH CLAYTON ST · WILMINGTON, DE 19805 | Advisory (Participants) | $36,934 |
PAYCHEX, INC.3 years Service code 15 911 PAANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,620 | $65,125+5.4% | $143,797-52.3% | $66,949+2.5% |
| Participation rate | 95.2% | 65.2%+30.0pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | -16.25% | -11.13%-5.1pp | -0.04%-16.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $2,252 | $2,362-4.7% | $4,952-54.5% | $2,545-11.5% |
| Participant deferral / active EE | $3,930 | $2,920+34.6% | $5,638-30.3% | $4,239-7.3% |
| Admin fee / account holder | $217 | $503-56.9% | $14,679-98.5% | $594-63.5% |