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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $8,832 |
LPL FINANCIAL1 year Service code 15 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $6,897 |
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.
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 | $23,429 | $48,064-51.3% | $78,778-70.3% | $69,631-66.4% |
| Participation rate | 19.1% | 61.6%-42.5pp | 69.2%-50.1pp | 70.7%-51.6pp |
| Annual return | 134.92% | 21.81%+113.1pp | 35.62%+99.3pp | 27571.02%-27436.1pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,346 | $2,079-35.3% | $2,958-54.5% | $3,224-58.2% |
| Admin fee / account holder | $294 | $152+93.3% | $5,134-94.3% | $110+166.0% |