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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,824 |
EVERHART ADVISORS1 year Service code 26 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Participants) | $8,838 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,209 | $89,123-90.8% | $102,460-92.0% | $77,762-89.4% |
| Participation rate | 84.1% | 80.9%+3.2pp | 76.5%+7.6pp | 70.6%+13.5pp |
| Annual return | 17.19% | 25.05%-7.9pp | 29.47%-12.3pp | 31.27%-14.1pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,453 | $5,148-52.3% | $5,056-51.5% | $4,651-47.3% |
| Admin fee / account holder | $73 | $236-69.3% | $9,460-99.2% | $433-83.2% |