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| Provider | Service type | Compensation |
|---|---|---|
FULLEN FINANCIAL GROUP2 years Service code 15 · EIN 34-2034339 47 RICHARDS RD · COLUMBUS, OH 43214 | Recordkeeping | $13,789 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,086 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,489 | $50,199-25.3% | $70,092-46.5% | $66,914-44.0% |
| Participation rate | 33.3% | 66.3%-33.0pp | 70.5%-37.1pp | 69.8%-36.5pp |
| Annual return | -16.86% | -13.85%-3.0pp | 190.73%-207.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $705 | $1,864-62.2% | $2,559-72.4% | $2,544-72.3% |
| Participant deferral / active EE | $1,680 | $3,112-46.0% | $3,849-56.3% | $4,237-60.3% |
| Admin fee / account holder | $357 | $600-40.5% | $6,267-94.3% | $593-39.8% |