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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 | $101,591-47.0% | $147,096-63.4% | $74,429-27.7% |
| Participation rate | 96.5% | 75.5%+20.9pp | 82.2%+14.3pp | 67.2%+29.2pp |
| Annual return | 22.97% | 8746.45%-8723.5pp | 419.75%-396.8pp | 1368.38%-1345.4pp |
| Employer contribution / active EE | $3,351 | $3,813-12.1% | $4,936-32.1% | $2,625+27.7% |
| Participant deferral / active EE | $8,450 | $7,302+15.7% | $8,071+4.7% | $4,348+94.3% |
| Admin fee / account holder | $276 | $1,750-84.2% | $13,005-97.9% | $1,944-85.8% |