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| Provider | Service type | Compensation |
|---|---|---|
RIVERPATH INVESTMENTS LLC2 years Filed as: RIVERPATH INVESTMENTS, LLC Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY ROAD, #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $25,849 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE ROAD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $3,867 |
Service code 15 | Recordkeeping | $3,237 |
Participant contribution per participant 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 | $52,993 | $42,396+25.0% | $67,313-21.3% | $56,289-5.9% |
| Participation rate | 73.6% | 61.0%+12.7pp | 69.1%+4.6pp | 69.9%+3.8pp |
| Annual return | 8.27% | -36.63%+44.9pp | -4.08%+12.4pp | -9.96%+18.2pp |
| Employer contribution / active EE | $4,786 | $1,414+238.6% | $2,566+86.5% | $2,111+126.7% |
| Participant deferral / active EE | $895 | $2,360-62.1% | $3,568-74.9% | $3,350-73.3% |
| Admin fee / account holder | $234 | $510-54.1% | $4,507-94.8% | $521-55.1% |