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| Provider | Service type | Compensation |
|---|---|---|
LEVY RATNER1 year Filed as: LEVY WEALTH MANAGEMENT GROUP Service code 26 · EIN 41-2016508 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $18,641 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,184 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 26 · EIN 41-2016508 505 N HWY 169, SUITE 900 · PLYMOUTH, MN 55441 | Advisory (Participants) | $5,095 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,831 | $101,672-47.1% | $147,117-63.4% | $74,478-27.7% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.2pp |
| Annual return | 22.97% | 8757.83%-8734.9pp | 420.54%-397.6pp | 1370.56%-1347.6pp |
| Employer contribution / active EE | $3,351 | $3,813-12.1% | $4,932-32.1% | $2,626+27.6% |
| Participant deferral / active EE | $8,450 | $7,305+15.7% | $8,065+4.8% | $4,350+94.2% |
| Admin fee / account holder | $276 | $1,753-84.3% | $12,993-97.9% | $1,946-85.8% |