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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 · EIN 27-1155910 | Recordkeeping | $42,012 |
Service code 27 · EIN 27-2233898 | Advisory (Plan) | $17,816 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,622 | $56,638+24.7% | $169,397-58.3% | $74,473-5.2% |
| Participation rate | 85.3% | 67.5%+17.8pp | 77.2%+8.1pp | 70.7%+14.6pp |
| Annual return | 17.84% | 24.75%-6.9pp | 406.23%-388.4pp | 34.36%-16.5pp |
| Employer contribution / active EE | $3,665 | $2,027+80.8% | $4,013-8.7% | $2,638+38.9% |
| Participant deferral / active EE | $3,315 | $4,223-21.5% | $6,223-46.7% | $4,530-26.8% |
| Admin fee / account holder | $52 | $307-82.9% | $9,017-99.4% | $347-84.9% |