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| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS1 year Service code 15 1800 WALT WHITMAN DR. · MELVILLE, NY 11747 | Recordkeeping | $10,467 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,962 | $73,102-61.7% | $123,552-77.4% | $56,287-50.3% |
| Participation rate | 40.2% | 74.3%-34.2pp | 82.3%-42.1pp | 69.9%-29.7pp |
| Annual return | -6.26% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $981 | $2,977-67.1% | $4,628-78.8% | $2,111-53.5% |
| Participant deferral / active EE | $1,282 | $5,423-76.4% | $6,426-80.0% | $3,350-61.7% |
| Admin fee / account holder | $335 | $554-39.6% | $9,285-96.4% | $521-35.8% |