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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,511 |
CAPE INVESTMENT ADVISORY INC2 years Service code 15 · EIN 26-1775149 1600 PENNSYLVANIA AVE · MCDONOUGH, GA 30253 | Recordkeeping | $6,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,321 | $84,499-90.2% | $125,391-93.4% | $66,949-87.6% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -14.54% | -8.49%-6.0pp | 572.41%-587.0pp | 1.57%-16.1pp |
| Employer contribution / active EE | $542 | $3,554-84.7% | $4,816-88.7% | $2,545-78.7% |
| Participant deferral / active EE | $1,221 | $6,785-82.0% | $7,448-83.6% | $4,239-71.2% |
| Admin fee / account holder | $171 | $685-75.1% | $10,009-98.3% | $594-71.2% |