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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,204 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL FBO RICK MALOYAN Service code 15 P O BOX 502533 · SAN DIEGO, CA 92150 | Recordkeeping | $9,016 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,729 | $78,428-76.1% | $95,960-80.5% | $79,852-76.5% |
| Participation rate | 91.1% | 73.5%+17.6pp | 77.1%+14.0pp | 69.6%+21.5pp |
| Annual return | 11.75% | 19.37%-7.6pp | 91.63%-79.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,920 | $1,945-1.3% | $2,541-24.4% | $2,471-22.3% |
| Participant deferral / active EE | $3,438 | $3,440-0.1% | $4,167-17.5% | $3,740-8.1% |
| Admin fee / account holder | $86 | $5,622-98.5% | $6,797-98.7% | $5,306-98.4% |