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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 | $101,591-16.5% | $147,096-42.3% | $74,429+14.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.2%-32.2pp | 67.2%-17.2pp |
| Annual return | 20.36% | 8746.45%-8726.1pp | 419.75%-399.4pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,911 | $7,302+22.0% | $8,071+10.4% | $4,348+104.9% |
| Admin fee / account holder | $219 | $1,750-87.5% | $13,005-98.3% | $1,944-88.8% |