Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,446-35.0% | $155,574-76.8% | $74,429-51.6% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 26.30% | 269.20%-242.9pp | 64.87%-38.6pp | 1368.38%-1342.1pp |
| Employer contribution / active EE | $4,239 | $2,266+87.1% | $4,676-9.3% | $2,625+61.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $22 | $1,743-98.7% | $15,914-99.9% | $1,944-98.8% |