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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORS INC Service code 15 8470 ENTERPRISE CIRCLE · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $23,771 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,095 |
TRG ADVISORS, INC.3 years Service code 15 1060 WOODCOCK ROAD · ORLANDO, FL 32803 | Recordkeeping | $8,476 |
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 | $144,583 | $91,179+58.6% | $178,499-19.0% | $79,852+81.1% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 16.38% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $3,903 | $3,256+19.9% | $5,011-22.1% | $2,471+57.9% |
| Participant deferral / active EE | $5,486 | $3,236+69.6% | $5,202+5.5% | $3,740+46.7% |
| Admin fee / account holder | $485 | $6,749-92.8% | $13,986-96.5% | $5,306-90.9% |