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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 C/O DCA YY 7123400174 · NASHVILLE, TN 37238 | Recordkeeping | $38,511 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,344 | $89,652-36.0% | $141,197-59.4% | $65,186-12.0% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.5%0pp | 70.2%+12.3pp |
| Annual return | 3.31% | 32.79%-29.5pp | 71.41%-68.1pp | 29.39%-26.1pp |
| Employer contribution / active EE | $4,803 | $3,065+56.7% | $4,736+1.4% | $2,177+120.7% |
| Participant deferral / active EE | $3,659 | $5,691-35.7% | $6,710-45.5% | $3,514+4.1% |
| Admin fee / account holder | $314 | $569-44.7% | $10,265-96.9% | $847-62.9% |