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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,618 |
Filed as: GLOBAL RETIREMENT PARTNERS, LL Service code 15 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Recordkeeping | $7,139 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,432 | $58,879-27.9% | $178,490-76.2% | $73,488-42.3% |
| Participation rate | 55.2% | 66.2%-11.0pp | 81.9%-26.7pp | 70.7%-15.4pp |
| Annual return | 11.66% | 24.86%-13.2pp | 151.07%-139.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,234 | $2,567+26.0% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $194 | $400-51.4% | $13,984-98.6% | $513-62.1% |