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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,489 |
ADP BROKER-DEALER2+ years Service code 59 | Shareholder Servicing | $0 |
Service code 52 | Indirect Investment Fees | $0 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC DBA SOUTHEASTERN EMPLOY Service code 49 · EIN 20-5923747 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $3,796,796 | $63,924+5839.6% | $108,582+3396.7% | $55,167+6782.3% |
| Participation rate | 0.0% | 74.3%-74.3pp | 79.6%-79.6pp | 69.0%-69.0pp |
| Annual return | 6.71% | 15.31%-8.6pp | -51.70%+58.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $609 | $1,879-67.6% | $3,758-83.8% | $1,963-68.9% |
| Participant deferral / active EE | $3,560 | $3,067+16.1% | $4,311-17.4% | $3,054+16.5% |
| Admin fee / account holder | $10,133 | $618+1540.5% | $7,645+32.5% | $504+1910.8% |