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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 | $10,032 |
BOKF, NA1 year Filed as: BOK FINANCIAL Service code 26 1401 MCKINNEY · HOUSTON, TX 77010 | Advisory (Participants) | $8,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,764 | $89,093-61.0% | $102,434-66.1% | $77,736-55.3% |
| Participation rate | 64.7% | 80.9%-16.2pp | 76.5%-11.8pp | 70.6%-5.9pp |
| Annual return | 17.36% | 25.03%-7.7pp | 29.46%-12.1pp | 31.26%-13.9pp |
| Employer contribution / active EE | $1,478 | $2,699-45.3% | $3,023-51.1% | $2,728-45.8% |
| Participant deferral / active EE | $2,838 | $5,147-44.9% | $5,055-43.9% | $4,651-39.0% |
| Admin fee / account holder | $101 | $236-57.3% | $9,462-98.9% | $433-76.8% |