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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,446 |
FI401K ADVISORS LLC8 years Service code 26 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $16,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,825 | $101,672-16.6% | $147,117-42.3% | $74,478+13.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.2%-32.2pp | 67.2%-17.2pp |
| Annual return | 20.36% | 8757.83%-8737.5pp | 420.54%-400.2pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,911 | $7,305+22.0% | $8,065+10.5% | $4,350+104.8% |
| Admin fee / account holder | $219 | $1,753-87.5% | $12,993-98.3% | $1,946-88.8% |