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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP7 years Filed as: PRECEPT ADVISORY GROUP LLC Service code 26 130 THEORY SUITE 200 · IRVINE, CA 92617 | Advisory (Participants) | $30,403 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,280 | $79,189-45.3% | $102,457-57.8% | $74,400-41.8% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 16.70% | 54.98%-38.3pp | 29.41%-12.7pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $2,448 | $2,362+3.6% | $3,022-19.0% | $2,624-6.7% |
| Participant deferral / active EE | $7,636 | $4,415+73.0% | $5,054+51.1% | $4,348+75.6% |
| Admin fee / account holder | $269 | $2,002-86.6% | $9,451-97.2% | $1,944-86.1% |