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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VISIONPOINT ADVISORY GROUP, LL Service code 15 5001 SPRING VALLEY ROAD · DALLAS, TX 75244 | Recordkeeping | $30,690 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,409 |
Service code 15 5601 GRANITE PARKWY, SUITE 950 · PLANO, TX 75024 | Recordkeeping | $13,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,681 | $72,404-19.0% | $110,243-46.8% | $64,173-8.6% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.7pp |
| Annual return | -4.14% | -6.29%+2.1pp | 314.76%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,621 | $2,282+14.9% | $3,827-31.5% | $2,381+10.1% |
| Participant deferral / active EE | $4,823 | $3,469+39.0% | $4,672+3.2% | $3,470+39.0% |
| Admin fee / account holder | $480 | $5,664-91.5% | $8,548-94.4% | $4,887-90.2% |