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| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS3 years Service code 15 1800 WALT WHITMAN DR. · MELVILLE, NY 11747 | Recordkeeping | $11,575 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,642 |
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 | $51,718 | $98,766-47.6% | $149,730-65.5% | $79,852-35.2% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.5%-48.1pp | 69.6%-35.3pp |
| Annual return | 18.81% | 27.43%-8.6pp | 276.70%-257.9pp | 31.72%-12.9pp |
| Employer contribution / active EE | $782 | $3,217-75.7% | $4,645-83.2% | $2,471-68.4% |
| Participant deferral / active EE | $1,419 | $5,681-75.0% | $6,843-79.3% | $3,740-62.1% |
| Admin fee / account holder | $500 | $6,052-91.7% | $9,310-94.6% | $5,306-90.6% |