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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 | $33,318 |
UNITED BROKERAGE SERVICES2 years Filed as: UNITED BROKERAGE Service code 15 514 MARKET STREET · PARKERSBURG, WV 26101 | Recordkeeping | $19,110 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,675 | $99,957-82.3% | $149,730-88.2% | $73,493-76.0% |
| Participation rate | 83.1% | 75.7%+7.4pp | 82.5%+0.6pp | 70.7%+12.4pp |
| Annual return | 12.16% | 53.87%-41.7pp | 276.70%-264.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,590 | $3,191-18.8% | $4,645-44.2% | $2,270+14.1% |
| Participant deferral / active EE | $7,424 | $6,073+22.3% | $6,843+8.5% | $3,740+98.5% |
| Admin fee / account holder | $115 | $551-79.1% | $9,310-98.8% | $513-77.6% |