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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-4032869 115 S ELM DR APT 212 · LOS ANGELES, CA 90035 | Advisory (Participants) | $12,722 |
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,045 |
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.
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 | $20,896 | $106,247-80.3% | $147,096-85.8% | $77,714-73.1% |
| Participation rate | 51.4% | 78.4%-27.0pp | 82.2%-30.8pp | 70.6%-19.2pp |
| Annual return | 14.79% | 56.87%-42.1pp | 419.75%-405.0pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,328 | $4,069-67.4% | $4,936-73.1% | $2,727-51.3% |
| Participant deferral / active EE | $2,421 | $7,996-69.7% | $8,071-70.0% | $4,649-47.9% |
| Admin fee / account holder | $133 | $338-60.5% | $13,005-99.0% | $433-69.2% |