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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,692 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 3777 LONG BEACH BLVD · LONG BEACH, CA 90807 | Recordkeeping | $10,074 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,887 | $55,449-26.3% | $83,831-51.2% | $56,289-27.4% |
| Participation rate | 65.4% | 68.0%-2.6pp | 76.1%-10.7pp | 69.9%-4.4pp |
| Annual return | -6.34% | -1.38%-5.0pp | 850.99%-857.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,419 | $2,935+16.5% | $4,082-16.2% | $3,350+2.1% |
| Admin fee / account holder | $207 | $656-68.4% | $5,479-96.2% | $521-60.3% |