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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,342 |
401K GENERATION1 year Filed as: 401K GENERATION INC. Service code 26 · EIN 26-4477125 237 S WESTMONTE DR. · ALTAMONTE SPRINGS, FL 32714 | Advisory (Participants) | $5,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,979 | $89,123-97.8% | $102,460-98.1% | $77,762-97.5% |
| Participation rate | 46.4% | 80.9%-34.5pp | 76.5%-30.1pp | 70.6%-24.2pp |
| Annual return | 5.95% | 25.05%-19.1pp | 29.47%-23.5pp | 31.27%-25.3pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $667 | $5,148-87.0% | $5,056-86.8% | $4,651-85.7% |
| Admin fee / account holder | $55 | $236-76.6% | $9,460-99.4% | $433-87.3% |