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| Provider | Service type | Compensation |
|---|---|---|
MUTUAL ADVISORS LLC1 year Service code 15 1551 THREE CROWNS DRIVE · CASPER, WY 82604 | Recordkeeping | $9,686 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,340 | $61,166-52.0% | $185,849-84.2% | $79,391-63.0% |
| Participation rate | 59.8% | 66.6%-6.8pp | 81.7%-21.9pp | 70.7%-10.9pp |
| Annual return | 15.68% | 19.45%-3.8pp | 122.10%-106.4pp | 116.88%-101.2pp |
| Employer contribution / active EE | $1,646 | $2,321-29.1% | $5,169-68.2% | $2,428-32.2% |
| Participant deferral / active EE | $2,962 | $2,789+6.2% | $5,569-46.8% | $4,046-26.8% |
| Admin fee / account holder | $201 | $710-71.6% | $16,244-98.8% | $627-67.9% |