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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $16,020 |
FI401K ADVISORS LLC4 years Service code 13 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $11,500 |
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 | $85,600 | $99,957-14.4% | $149,745-42.8% | $73,497+16.5% |
| Participation rate | 31.6% | 75.7%-44.1pp | 82.5%-50.9pp | 70.7%-39.1pp |
| Annual return | 13.68% | 53.87%-40.2pp | 276.72%-263.0pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,243 | $6,073+2.8% | $6,843-8.8% | $3,740+66.9% |
| Admin fee / account holder | $276 | $551-49.9% | $9,312-97.0% | $513-46.3% |