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| Provider | Service type | Compensation |
|---|---|---|
REDPATH AND COMPANY7 years Service code 10 · EIN 41-0975573 | Accounting | $15,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,042 | $55,472-35.0% | $155,567-76.8% | $74,546-51.7% |
| Participation rate | 98.1% | 61.9%+36.1pp | 78.2%+19.9pp | 67.2%+30.8pp |
| Annual return | 26.30% | 268.72%-242.4pp | 64.74%-38.4pp | 1366.03%-1339.7pp |
| Employer contribution / active EE | $4,239 | $2,269+86.9% | $4,674-9.3% | $2,624+61.5% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $22 | $1,743-98.7% | $15,916-99.9% | $1,944-98.8% |