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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,366 |
401K GENERATION5 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $10,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,869 | $101,653-88.3% | $147,080-91.9% | $74,459-84.1% |
| Participation rate | 65.3% | 75.6%-10.2pp | 82.2%-16.9pp | 67.2%-1.9pp |
| Annual return | 12.69% | 8754.98%-8742.3pp | 420.17%-407.5pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,724 | $3,813-54.8% | $4,933-65.1% | $2,626-34.3% |
| Participant deferral / active EE | $3,397 | $7,304-53.5% | $8,066-57.9% | $4,350-21.9% |
| Admin fee / account holder | $90 | $1,752-94.9% | $12,989-99.3% | $1,945-95.4% |