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| Provider | Service type | Compensation |
|---|---|---|
REDPATH AND COMPANY6 years Service code 10 · EIN 41-0975573 | Accounting | $13,000 |
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 | $30,247 | $61,391-50.7% | $149,723-79.8% | $71,529-57.7% |
| Participation rate | 96.7% | 62.5%+34.1pp | 78.8%+17.9pp | 67.9%+28.7pp |
| Annual return | 30.02% | 35.88%-5.9pp | 134.50%-104.5pp | 28.97%+1.0pp |
| Employer contribution / active EE | $2,527 | $2,384+6.0% | $4,821-47.6% | $2,590-2.4% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $44 | $1,264-96.5% | $13,215-99.7% | $1,588-97.2% |