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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PROFESSIONALS LLC5+ years Filed as: INVESTMENT PROFESSIONALS Service code 13 114 E MAIN ST · WAUNAKEE, WI 53597 | Contract Administrator | $68,880 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $34,271 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,314 | $42,367+2.2% | $79,583-45.6% | $64,824-33.2% |
| Participation rate | 58.2% | 64.7%-6.6pp | 69.5%-11.3pp | 71.5%-13.3pp |
| Annual return | -19.58% | -12.24%-7.3pp | 0.16%-19.7pp | 32.84%-52.4pp |
| Employer contribution / active EE | $1,084 | $1,181-8.2% | $2,414-55.1% | $2,507-56.8% |
| Participant deferral / active EE | $2,507 | $3,168-20.9% | $3,986-37.1% | $4,311-41.8% |
| Admin fee / account holder | $302 | $160+89.4% | $6,835-95.6% | $188+60.9% |