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| Provider | Service type | Compensation |
|---|---|---|
RIVERPATH INVESTMENTS LLC3 years Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY RD., #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $28,521 |
Service code 66 | Insurance mortality and expense charg... | $15,438 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 306 S STATE RD 446 · BLOOMINGTON, IN 47401 | Loan Processing | $2,729 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,512 | $62,573+35.1% | $85,682-1.4% | $85,850-1.6% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.9%+13.5pp | 69.3%+14.0pp |
| Annual return | 24.19% | 23.77%+0.4pp | 21.49%+2.7pp | 318.53%-294.3pp |
| Employer contribution / active EE | $5,967 | $1,757+239.7% | $2,618+127.9% | $2,565+132.6% |
| Participant deferral / active EE | $836 | $2,802-70.2% | $3,923-78.7% | $3,952-78.8% |
| Admin fee / account holder | $292 | $4,640-93.7% | $6,873-95.7% | $6,260-95.3% |