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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL ADVISORS LLC3 years Service code 13 1551 THREE CROWNS DR, STE 100 · CASPER, WY 82604 | Contract Administrator | $20,516 |
PAYCHEX, INC.4 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $13,062 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,278 | $104,336-79.6% | $159,474-86.7% | $86,821-75.5% |
| Participation rate | 37.0% | 77.7%-40.7pp | 82.8%-45.8pp | 72.3%-35.3pp |
| Annual return | 16.71% | 26.32%-9.6pp | 263.68%-247.0pp | 97.94%-81.2pp |
| Employer contribution / active EE | $1,097 | $3,451-68.2% | $4,831-77.3% | $2,406-54.4% |
| Participant deferral / active EE | $1,791 | $6,837-73.8% | $7,353-75.6% | $4,132-56.7% |
| Admin fee / account holder | $226 | $172+31.4% | $10,802-97.9% | $170+33.4% |