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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,733 |
AEGIS CAPITAL CORP2 years Filed as: AEGIS CAPITAL CORP. Service code 26 810 SEVENTH AVE · NEW YORK, NY 10019 | Advisory (Participants) | $7,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $11,319 | $46,332-75.6% | $143,797-92.1% | $64,824-82.5% |
| Participation rate | 23.8% | 64.2%-40.4pp | 80.3%-56.5pp | 71.5%-47.7pp |
| Annual return | -14.68% | -10.05%-4.6pp | -0.04%-14.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $366 | $1,911-80.9% | $4,952-92.6% | $2,507-85.4% |
| Participant deferral / active EE | $798 | $2,647-69.9% | $5,638-85.9% | $4,311-81.5% |
| Admin fee / account holder | $241 | $154+56.7% | $14,679-98.4% | $188+28.3% |