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| Provider | Service type | Compensation |
|---|---|---|
FI401K ADVISORS LLC2 years Service code 15 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,441 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,198 | $105,200+0.9% | $159,474-33.4% | $85,847+23.7% |
| Participation rate | 43.0% | 75.8%-32.8pp | 82.8%-39.8pp | 69.3%-26.3pp |
| Annual return | 14.88% | 45.08%-30.2pp | 263.68%-248.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $1,202 | $3,319-63.8% | $4,831-75.1% | $2,565-53.2% |
| Participant deferral / active EE | $2,392 | $5,946-59.8% | $7,353-67.5% | $3,952-39.5% |
| Admin fee / account holder | $3,314 | $6,934-52.2% | $10,802-69.3% | $6,261-47.1% |