Filed December 18, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHILLIPS AND COMPANY ADVISORS Service code 15 521 SW 11TH AVE · PORTLAND, OR 97205 | Recordkeeping | $7,770 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,227 | $54,590-55.6% | $81,726-70.4% | $73,497-67.0% |
| Participation rate | 45.5% | 68.3%-22.9pp | 72.0%-26.6pp | 70.7%-25.2pp |
| Annual return | 15.99% | 17.74%-1.7pp | 29.49%-13.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $774 | $1,636-52.7% | $4,311-82.0% | $2,270-65.9% |
| Participant deferral / active EE | $1,730 | $2,759-37.3% | $7,108-75.7% | $3,740-53.7% |
| Admin fee / account holder | $126 | $592-78.6% | $5,160-97.5% | $513-75.4% |