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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,489 |
FI401K ADVISORS LLC7 years Service code 26 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $12,090 |
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 | $70,307 | $91,439-23.1% | $135,974-48.3% | $71,511-1.7% |
| Participation rate | 50.3% | 75.7%-25.4pp | 81.9%-31.6pp | 67.9%-17.6pp |
| Annual return | 20.19% | 29.90%-9.7pp | 68.30%-48.1pp | 28.86%-8.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $8,317 | $7,093+17.3% | $7,760+7.2% | $4,291+93.8% |
| Admin fee / account holder | $190 | $1,267-85.0% | $10,767-98.2% | $1,588-88.1% |