Filed September 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REDPATH AND COMPANY1 year Service code 10 · EIN 92-0370318 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,131 | $241,850-98.7% | $102,437-96.9% | $200,096-98.4% |
| Participation rate | 98.0% | 78.3%+19.6pp | 74.5%+23.4pp | 72.0%+25.9pp |
| Annual return | 5.20% | 17.67%-12.5pp | 24.95%-19.8pp | 34.26%-29.1pp |
| Employer contribution / active EE | $0 | $4,253-100.0% | $3,871-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $6 | $288-98.0% | $8,388-99.9% | $269-97.9% |