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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 15 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Recordkeeping | $9,101 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,122 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,959 | $65,453-75.6% | $86,698-81.6% | $66,938-76.2% |
| Participation rate | 61.8% | 75.5%-13.7pp | 76.6%-14.8pp | 69.8%-8.0pp |
| Annual return | -26.41% | -10.89%-15.5pp | 35.95%-62.4pp | 1.58%-28.0pp |
| Employer contribution / active EE | $1,313 | $2,154-39.0% | $2,837-53.7% | $2,545-48.4% |
| Participant deferral / active EE | $3,046 | $4,102-25.7% | $4,656-34.6% | $4,238-28.1% |
| Admin fee / account holder | $111 | $642-82.8% | $7,493-98.5% | $594-81.4% |