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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $17,018 |
401K GENERATION2 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $10,173 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,882 | $61,473-85.6% | $81,930-89.2% | $73,409-87.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 72.0%+7.3pp | 72.2%+7.1pp |
| Annual return | 36.08% | 28.26%+7.8pp | 29.49%+6.6pp | 59.29%-23.2pp |
| Employer contribution / active EE | $427 | $1,898-77.5% | $4,310-90.1% | $2,234-80.9% |
| Participant deferral / active EE | $3,197 | $3,080+3.8% | $7,107-55.0% | $3,805-16.0% |
| Admin fee / account holder | $56 | $125-55.6% | $5,158-98.9% | $158-64.7% |