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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 | $22,969 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $17,195 |
Service code 26 · EIN 82-4032869 115 S ELM DR APT 212 · LOS ANGELES, CA 90035 | Advisory (Participants) | $16,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,650 | $106,264-70.2% | $147,117-78.5% | $77,762-59.3% |
| Participation rate | 27.6% | 78.4%-50.8pp | 82.2%-54.6pp | 70.6%-43.0pp |
| Annual return | 12.00% | 56.94%-44.9pp | 420.54%-408.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,200 | $8,003-35.0% | $8,065-35.5% | $4,651+11.8% |
| Admin fee / account holder | $207 | $334-38.2% | $12,993-98.4% | $433-52.3% |