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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,303 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,250 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $1,492 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,632 | $30,107-58.0% | $61,452-79.4% | $64,819-80.5% |
| Participation rate | 14.1% | 36.4%-22.3pp | 52.6%-38.5pp | 71.5%-57.4pp |
| Annual return | -3.67% | -13.99%+10.3pp | 338.96%-342.6pp | 32.84%-36.5pp |
| Employer contribution / active EE | $63 | $537-88.2% | $1,160-94.6% | $2,507-97.5% |
| Participant deferral / active EE | $603 | $1,126-46.4% | $2,125-71.6% | $4,311-86.0% |
| Admin fee / account holder | $304 | $148+104.9% | $2,131-85.7% | $188+61.7% |