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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,934 |
FI401K ADVISORS LLC6 years Service code 15 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $11,617 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,774 | $84,493-28.1% | $125,381-51.5% | $66,938-9.2% |
| Participation rate | 46.9% | 76.4%-29.5pp | 82.4%-35.5pp | 69.8%-22.9pp |
| Annual return | -21.13% | -8.49%-12.6pp | 572.31%-593.4pp | 1.58%-22.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,386 | $6,783+23.6% | $7,448+12.6% | $4,238+97.9% |
| Admin fee / account holder | $187 | $685-72.8% | $10,007-98.1% | $594-68.6% |