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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,788 |
401K GENERATION1 year Filed as: 401K GENERATION INC. Service code 26 · EIN 26-4477125 237 S WESTMONTE DR. · ALTAMONTE SPRINGS, FL 32714 | Advisory (Participants) | $5,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,744 | $60,393-78.9% | $81,820-84.4% | $74,429-82.9% |
| Participation rate | 68.6% | 62.9%+5.7pp | 72.4%-3.7pp | 67.2%+1.4pp |
| Annual return | 9.80% | 16.89%-7.1pp | 777.93%-768.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $969 | $2,626-63.1% | $2,915-66.7% | $2,625-63.1% |
| Participant deferral / active EE | $1,707 | $3,397-49.7% | $4,323-60.5% | $4,348-60.7% |
| Admin fee / account holder | $174 | $1,491-88.3% | $7,391-97.6% | $1,944-91.0% |