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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 95-3845382 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Recordkeeping | $19,654 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,163 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,096 | $81,900-87.7% | $119,609-91.6% | $68,494-85.3% |
| Participation rate | 74.4% | 71.9%+2.5pp | 79.3%-4.9pp | 67.9%+6.5pp |
| Annual return | -18.68% | -23.82%+5.1pp | -14.97%-3.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $343 | $2,693-87.3% | $4,232-91.9% | $2,596-86.8% |
| Participant deferral / active EE | $544 | $4,148-86.9% | $5,602-90.3% | $4,027-86.5% |
| Admin fee / account holder | $437 | $6,582-93.4% | $10,323-95.8% | $5,403-91.9% |