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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 | $79,209-45.4% | $102,434-57.7% | $74,459-41.9% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 16.70% | 54.98%-38.3pp | 29.46%-12.8pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $2,448 | $2,362+3.6% | $3,023-19.0% | $2,626-6.8% |
| Participant deferral / active EE | $7,636 | $4,417+72.9% | $5,055+51.1% | $4,350+75.5% |
| Admin fee / account holder | $269 | $2,002-86.6% | $9,462-97.2% | $1,945-86.2% |