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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,441 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL - CLIFFORD CADLE Service code 15 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $7,055 |
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,652 | $59,107-75.2% | $86,436-83.0% | $68,494-78.6% |
| Participation rate | 83.1% | 75.2%+7.9pp | 80.3%+2.8pp | 67.9%+15.2pp |
| Annual return | -8.46% | -0.23%-8.2pp | 4394.89%-4403.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $995 | $2,519-60.5% | $3,769-73.6% | $2,596-61.7% |
| Participant deferral / active EE | $1,879 | $5,901-68.2% | $6,952-73.0% | $4,027-53.3% |
| Admin fee / account holder | $178 | $5,637-96.8% | $6,731-97.4% | $5,403-96.7% |