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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,157 |
PRECEPT ADVISORY GROUP2 years Filed as: PRECEPT ADVISORY GROUP LLC Service code 26 · EIN 31-1746517 | Advisory (Participants) | $5,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,117 | $101,499-65.4% | $147,005-76.1% | $74,546-52.9% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 28.09% | 8732.34%-8704.3pp | 418.76%-390.7pp | 1366.03%-1337.9pp |
| Employer contribution / active EE | $3,921 | $3,811+2.9% | $4,934-20.5% | $2,624+49.4% |
| Participant deferral / active EE | $8,020 | $7,304+9.8% | $8,070-0.6% | $4,347+84.5% |
| Admin fee / account holder | $84 | $1,748-95.2% | $13,006-99.4% | $1,944-95.7% |