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| Provider | Service type | Compensation |
|---|---|---|
ESB WEALTH MANAGEMENT1 year Filed as: ESB WEALTH MANAGEMENT LLC Service code 26 1010 SOUTH 336TH STREET · FEDERAL WAY, WA 98003 | Advisory (Participants) | $11,766 |
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $10,426 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,303 | $62,583-43.6% | $76,767-54.0% | $64,173-45.0% |
| Participation rate | 76.4% | 72.8%+3.6pp | 77.0%-0.6pp | 69.6%+6.8pp |
| Annual return | -6.00% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,010 | $1,832-44.9% | $2,485-59.3% | $2,381-57.6% |
| Participant deferral / active EE | $1,505 | $3,145-52.1% | $3,852-60.9% | $3,470-56.6% |
| Admin fee / account holder | $293 | $4,667-93.7% | $6,675-95.6% | $4,887-94.0% |