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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 | $101,653-65.5% | $147,080-76.1% | $74,459-52.8% |
| Participation rate | 99.5% | 75.6%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 28.09% | 8754.98%-8726.9pp | 420.17%-392.1pp | 1369.70%-1341.6pp |
| Employer contribution / active EE | $3,921 | $3,813+2.8% | $4,933-20.5% | $2,626+49.3% |
| Participant deferral / active EE | $8,020 | $7,304+9.8% | $8,066-0.6% | $4,350+84.4% |
| Admin fee / account holder | $84 | $1,752-95.2% | $12,989-99.4% | $1,945-95.7% |