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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX RECORDKEEPING SERVICES INC Service code 13 | Contract Administrator | $10,000 |
Service code 13 · EIN 20-5923747 | Contract Administrator | $4,325 |
Filed as: GREAT- WEST LIFE & ANNUITY INSURANC Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,838 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 36-2182283 | Investment Management | $1,743 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,626,134 | $69,305+2246.3% | $82,312+1875.6% | $69,631+2235.4% |
| Participation rate | 0.0% | 80.3%-80.3pp | 76.9%-76.9pp | 70.7%-70.7pp |
| Annual return | 13.33% | 21.47%-8.1pp | 25.88%-12.5pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $423 | $1,887-77.6% | $2,428-82.6% | $2,032-79.2% |
| Participant deferral / active EE | $4,062 | $3,568+13.8% | $3,706+9.6% | $3,224+26.0% |
| Admin fee / account holder | $251 | $97+158.1% | $5,608-95.5% | $110+127.1% |