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| Provider | Service type | Compensation |
|---|---|---|
MATCH GRADE ADVISORS, LLC5 years Service code 26 400 PETTIGRU STREET · GREENVILLE, SC 29601 | Advisory (Participants) | $23,304 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,389 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,845 | $101,672-83.4% | $147,117-88.5% | $74,478-77.4% |
| Participation rate | 98.2% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 20.59% | 8757.83%-8737.2pp | 420.54%-400.0pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $3,038 | $3,813-20.3% | $4,932-38.4% | $2,626+15.7% |
| Participant deferral / active EE | $3,659 | $7,305-49.9% | $8,065-54.6% | $4,350-15.9% |
| Admin fee / account holder | $111 | $1,753-93.7% | $12,993-99.1% | $1,946-94.3% |