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| Provider | Service type | Compensation |
|---|---|---|
REDPATH AND COMPANY1 year Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $19,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $12,637 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,376 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,414 | $101,653-81.9% | $147,080-87.5% | $74,459-75.3% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 22.63% | 8754.98%-8732.3pp | 420.17%-397.5pp | 1369.70%-1347.1pp |
| Employer contribution / active EE | $1,267 | $3,813-66.8% | $4,933-74.3% | $2,626-51.7% |
| Participant deferral / active EE | $3,653 | $7,304-50.0% | $8,066-54.7% | $4,350-16.0% |
| Admin fee / account holder | $256 | $1,752-85.4% | $12,989-98.0% | $1,945-86.9% |