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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $9,520 |
FI401K ADVISORS LLC1 year Service code 15 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,364 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,638 | $155,795-57.2% | $136,298-51.1% | $69,631-4.3% |
| Participation rate | 30.5% | 75.2%-44.7pp | 81.9%-51.4pp | 70.7%-40.2pp |
| Annual return | 20.33% | 232464.33%-232444.0pp | 5156.27%-5135.9pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,148 | $5,394-4.5% | $6,247-17.6% | $3,224+59.7% |
| Admin fee / account holder | $142 | $128+10.6% | $9,244-98.5% | $110+28.4% |