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| Provider | Service type | Compensation |
|---|---|---|
TRG ADVISORS, INC.3 years Filed as: TRG ADVISORS INC Service code 13 8470 ENTERPRISE CIRCLE · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $27,546 |
PAYCHEX, INC.5 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $23,285 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $15,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,026 | $73,848+74.7% | $143,799-10.3% | $68,486+88.4% |
| Participation rate | 94.3% | 66.7%+27.7pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -18.75% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,791 | $3,184+19.0% | $4,952-23.5% | $2,597+46.0% |
| Participant deferral / active EE | $6,336 | $3,385+87.2% | $5,638+12.4% | $4,028+57.3% |
| Admin fee / account holder | $496 | $5,755-91.4% | $14,677-96.6% | $5,404-90.8% |