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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,865 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 15 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $13,987 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,215 | $64,176+7.9% | $112,263-38.3% | $66,949+3.4% |
| Participation rate | 37.9% | 68.4%-30.5pp | 75.1%-37.2pp | 69.8%-31.9pp |
| Annual return | -14.39% | -13.80%-0.6pp | 27.49%-41.9pp | 1.57%-16.0pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,217 | $3,694-12.9% | $4,729-32.0% | $4,239-24.1% |
| Admin fee / account holder | $364 | $626-41.8% | $6,410-94.3% | $594-38.7% |