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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARGI INVESTMENT SERVICES Service code 15 2110 HIGH WICKHAM PLACE · LOUISVILLE, KY 40245 | Recordkeeping | $18,629 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,651 | $63,114-56.2% | $92,915-70.2% | $65,186-57.6% |
| Participation rate | 59.2% | 68.8%-9.6pp | 76.0%-16.8pp | 70.2%-11.0pp |
| Annual return | 29.96% | 28.75%+1.2pp | 109.45%-79.5pp | 29.39%+0.6pp |
| Employer contribution / active EE | $1,710 | $2,571-33.5% | $3,653-53.2% | $2,177-21.4% |
| Participant deferral / active EE | $3,645 | $3,108+17.3% | $4,238-14.0% | $3,514+3.7% |
| Admin fee / account holder | $230 | $624-63.2% | $5,796-96.0% | $847-72.9% |