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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $17,182 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,183 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,760 | $60,488+50.0% | $109,907-17.4% | $79,391+14.3% |
| Participation rate | 45.5% | 67.0%-21.5pp | 74.2%-28.7pp | 70.7%-25.2pp |
| Annual return | 26.84% | 189.57%-162.7pp | 29.46%-2.6pp | 116.88%-90.0pp |
| Employer contribution / active EE | $0 | $1,649-100.0% | $2,844-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,898 | $3,220+21.1% | $4,047-3.7% | $4,046-3.6% |
| Admin fee / account holder | $387 | $605-36.0% | $6,069-93.6% | $627-38.3% |