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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 | $24,237 |
MUTUAL ADVISORS LLC2 years Service code 15 1551 THREE CROWNS DR, STE 100 · CASPER, WY 82604 | Recordkeeping | $15,674 |
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.
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 | $19,264 | $99,957-80.7% | $149,745-87.1% | $73,497-73.8% |
| Participation rate | 49.2% | 75.7%-26.5pp | 82.5%-33.3pp | 70.7%-21.5pp |
| Annual return | 22.00% | 53.87%-31.9pp | 276.72%-254.7pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,220 | $3,191-61.8% | $4,646-73.7% | $2,270-46.3% |
| Participant deferral / active EE | $1,984 | $6,073-67.3% | $6,843-71.0% | $3,740-46.9% |
| Admin fee / account holder | $250 | $551-54.6% | $9,312-97.3% | $513-51.3% |