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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-3046611 65 MADISON AVE · MORRISTOWN, NJ 07960 | Advisory (Participants) | $20,246 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,536 | $44,897-76.5% | $84,966-87.6% | $199,593-94.7% |
| Participation rate | 39.4% | 45.7%-6.4pp | 67.5%-28.1pp | 72.0%-32.6pp |
| Annual return | 16.73% | 20.96%-4.2pp | 66.38%-49.7pp | 34.25%-17.5pp |
| Employer contribution / active EE | $137 | $1,365-90.0% | $2,727-95.0% | $3,034-95.5% |
| Participant deferral / active EE | $948 | $2,668-64.5% | $4,519-79.0% | $5,087-81.4% |
| Admin fee / account holder | $41 | $584-92.9% | $6,149-99.3% | $269-84.6% |