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| Provider | Service type | Compensation |
|---|---|---|
DJY CAPITAL, LLC1 year Service code 26 400 COLUMBUS AVE · VALHALLA, NY 10595 | Advisory (Participants) | $20,548 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,952 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,735 | $88,203-82.2% | $165,100-90.5% | $74,478-78.9% |
| Participation rate | 82.7% | 73.1%+9.5pp | 78.6%+4.0pp | 67.2%+15.5pp |
| Annual return | 27.74% | 17.13%+10.6pp | 70.21%-42.5pp | 1370.56%-1342.8pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,025 | $4,505-32.8% | $6,035-49.9% | $4,350-30.5% |
| Admin fee / account holder | $137 | $2,235-93.9% | $12,696-98.9% | $1,946-93.0% |