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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,821 |
Service code 15 | Recordkeeping | $9,366 |
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 15 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Recordkeeping | $9,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,807 | $61,052-64.3% | $142,863-84.7% | $79,386-72.5% |
| Participation rate | 67.9% | 60.1%+7.8pp | 71.9%-4.0pp | 70.7%-2.8pp |
| Annual return | 13.55% | 16.02%-2.5pp | 5637.54%-5624.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,426 | $2,879-50.5% | $3,837-62.8% | $4,046-64.7% |
| Admin fee / account holder | $148 | $659-77.6% | $6,560-97.7% | $626-76.4% |