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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,844 |
TRIAD ADVISORS INC5 years Filed as: TRIAD ADVISORS LLC Service code 15 · EIN 65-0173164 3585 ATLANTA AVENUE · HAPEVILLE, GA 30354 | Recordkeeping | $7,998 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,761 | $48,432-63.3% | $121,210-85.3% | $71,529-75.2% |
| Participation rate | 68.5% | 54.3%+14.2pp | 69.5%-1.0pp | 67.9%+0.6pp |
| Annual return | 15.61% | 23.28%-7.7pp | 987.41%-971.8pp | 28.97%-13.4pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,489 | $2,756-46.0% | $4,084-63.5% | $4,291-65.3% |
| Admin fee / account holder | $119 | $1,845-93.5% | $5,647-97.9% | $1,588-92.5% |