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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $12,212 |
TRIAD ADVISORS INC4 years Filed as: TRIAD ADVISORS LLC Service code 15 · EIN 65-0173164 3585 ATLANTA AVENUE · HAPEVILLE, GA 30354 | Recordkeeping | $9,045 |
Service code 15 | Recordkeeping | $5,721 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,767 | $45,602-63.2% | $117,529-85.7% | $66,949-75.0% |
| Participation rate | 66.3% | 57.6%+8.7pp | 70.6%-4.3pp | 69.8%-3.5pp |
| Annual return | -16.86% | -16.74%-0.1pp | 29.77%-46.6pp | 1.57%-18.4pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,367 | $2,845-52.0% | $4,072-66.4% | $4,239-67.8% |
| Admin fee / account holder | $124 | $661-81.2% | $5,645-97.8% | $594-79.1% |