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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,269 |
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $6,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,095 | $82,978-69.8% | $129,995-80.7% | $71,457-64.9% |
| Participation rate | 64.4% | 74.1%-9.7pp | 78.5%-14.1pp | 67.9%-3.5pp |
| Annual return | 13.74% | 20.60%-6.9pp | -137.18%+150.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,166 | $2,622-55.5% | $4,320-73.0% | $2,588-54.9% |
| Participant deferral / active EE | $2,186 | $4,432-50.7% | $5,820-62.4% | $4,289-49.0% |
| Admin fee / account holder | $160 | $1,729-90.7% | $10,614-98.5% | $1,587-89.9% |