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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,627 |
FI401K ADVISORS LLC2 years Service code 15 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $13,778 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,300 | $75,388-14.7% | $123,553-48.0% | $55,725+15.4% |
| Participation rate | 35.0% | 75.7%-40.6pp | 82.3%-47.3pp | 70.9%-35.8pp |
| Annual return | -4.19% | 4.48%-8.7pp | 119.21%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,140 | $5,651+8.7% | $6,426-4.5% | $3,356+83.0% |
| Admin fee / account holder | $234 | $120+95.4% | $9,284-97.5% | $115+103.2% |