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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 | $55,470-35.0% | $155,556-76.8% | $74,478-51.6% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 26.30% | 269.80%-243.5pp | 64.84%-38.5pp | 1370.56%-1344.3pp |
| Employer contribution / active EE | $4,239 | $2,267+87.0% | $4,675-9.3% | $2,626+61.4% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $22 | $1,744-98.7% | $15,885-99.9% | $1,946-98.8% |