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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,497 |
LPL FINANCIAL1 year Service code 15 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $8,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,916 | $52,722-54.6% | $90,440-73.6% | $73,412-67.4% |
| Participation rate | 62.1% | 67.7%-5.6pp | 72.7%-10.6pp | 72.2%-10.1pp |
| Annual return | 563.24% | 20.70%+542.5pp | 1294.38%-731.1pp | 59.30%+503.9pp |
| Employer contribution / active EE | $993 | $1,872-46.9% | $3,263-69.6% | $2,234-55.5% |
| Participant deferral / active EE | $1,675 | $2,810-40.4% | $3,964-57.7% | $3,806-56.0% |
| Admin fee / account holder | $1 | $117-99.0% | $5,615-100.0% | $158-99.3% |