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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 4801 S. LAKESHORE DRIVE · TEMPE, AZ 85282 | Recordkeeping | $9,355 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,565 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,126 | $73,102-75.2% | $123,549-85.3% | $56,287-67.8% |
| Participation rate | 37.7% | 74.3%-36.6pp | 82.3%-44.5pp | 69.9%-32.1pp |
| Annual return | 17.37% | 3.01%+14.4pp | 119.20%-101.8pp | -9.96%+27.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,932 | $5,423-45.9% | $6,426-54.4% | $3,350-12.5% |
| Admin fee / account holder | $185 | $554-66.6% | $9,284-98.0% | $521-64.5% |