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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 C/O DCA YY 7123400174 · NASHVILLE, TN 37238 | Recordkeeping | $13,778 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,104 |
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.)
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 | $43,756 | $51,620-15.2% | $90,304-51.5% | $65,185-32.9% |
| Participation rate | 39.5% | 68.6%-29.1pp | 73.3%-33.7pp | 70.2%-30.7pp |
| Annual return | 19.80% | 24.94%-5.1pp | 78.13%-58.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,394 | $2,871-16.6% | $3,885-38.4% | $3,514-31.9% |
| Admin fee / account holder | $302 | $384-21.4% | $5,354-94.4% | $847-64.4% |