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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERPATH INVESTMENTS, LLC Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY ROAD, #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $25,942 |
Service code 66 | Other insurance wrap fees; Insurance ... | $3,991 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE ROAD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $3,326 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,946 | $46,297+3.6% | $71,671-33.1% | $62,293-23.0% |
| Participation rate | 78.8% | 60.6%+18.1pp | 68.7%+10.0pp | 69.5%+9.3pp |
| Annual return | 10.20% | 22.32%-12.1pp | 20.65%-10.5pp | 28.90%-18.7pp |
| Employer contribution / active EE | $5,638 | $1,412+299.3% | $2,460+129.2% | $2,042+176.1% |
| Participant deferral / active EE | $1,020 | $2,235-54.3% | $3,438-70.3% | $3,169-67.8% |
| Admin fee / account holder | $192 | $461-58.4% | $5,558-96.5% | $479-60.0% |