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| Provider | Service type | Compensation |
|---|---|---|
TAGSTONE CAPITAL, INC.1+ years Service code 26 4400 PARK ROAD · CHARLOTTE, NC 28209 | Advisory (Participants) | $27,634 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,294 | $27,243-14.5% | $52,425-55.6% | $79,634-70.7% |
| Participation rate | 28.7% | 22.4%+6.3pp | 55.6%-26.9pp | 62.5%-33.8pp |
| Annual return | 10.64% | 63.36%-52.7pp | 302.12%-291.5pp | 36.46%-25.8pp |
| Employer contribution / active EE | $611 | $319+91.4% | $914-33.2% | $2,529-75.8% |
| Participant deferral / active EE | $1,018 | $636+60.1% | $1,790-43.2% | $3,835-73.5% |
| Admin fee / account holder | $199 | $2,105-90.5% | $2,495-92.0% | $1,002-80.1% |