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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $123,840 |
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 13 225 S. LAKE AVENUE #600 · PASADENA, CA 91101 | Contract Administrator | $70,000 |
401K GENERATION5 years Filed as: 401K GENERATION INC. Service code 13 · EIN 26-4477125 237 S WESTMONTE DR. · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $36,071 |
401K GENERATION5 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $35,743 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,550 | $95,388-69.0% | $125,363-76.4% | $77,906-62.1% |
| Participation rate | 93.7% | 78.6%+15.1pp | 82.4%+11.4pp | 73.7%+20.0pp |
| Annual return | -17.77% | 116.19%-134.0pp | 572.15%-589.9pp | 12.16%-29.9pp |
| Employer contribution / active EE | $865 | $3,666-76.4% | $4,815-82.0% | $2,846-69.6% |
| Participant deferral / active EE | $4,887 | $7,711-36.6% | $7,447-34.4% | $4,805+1.7% |
| Admin fee / account holder | $72 | $119-39.4% | $10,005-99.3% | $133-45.6% |