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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,074 |
EXCEL WEALTH MANAGEMENT, LLC2 years Filed as: EXCEL WEALTH MANAGEMENT LLC Service code 15 2139 SILAS DEAN HWY · ROCKY HILL, CT 06067 | Recordkeeping | $14,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,499 | $64,286+3.4% | $90,951-26.9% | $73,409-9.4% |
| Participation rate | 27.5% | 63.6%-36.1pp | 69.0%-41.5pp | 72.2%-44.7pp |
| Annual return | 9.70% | 21.45%-11.8pp | 134.60%-124.9pp | 59.29%-49.6pp |
| Employer contribution / active EE | $618 | $895-31.0% | $2,122-70.9% | $2,234-72.4% |
| Participant deferral / active EE | $1,226 | $2,453-50.0% | $3,373-63.7% | $3,805-67.8% |
| Admin fee / account holder | $238 | $287-17.2% | $5,959-96.0% | $158+50.6% |