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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 15 12325 PORT GRACE BLVD · OMAHA, NE 68128 | Recordkeeping | $7,227 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,219 | $52,961+64.7% | $172,752-49.5% | $65,185+33.8% |
| Participation rate | 36.2% | 66.2%-30.0pp | 82.6%-46.5pp | 70.2%-34.0pp |
| Annual return | 24.35% | 30.12%-5.8pp | 802.97%-778.6pp | 29.38%-5.0pp |
| Employer contribution / active EE | $590 | $2,190-73.0% | $5,144-88.5% | $2,177-72.9% |
| Participant deferral / active EE | $2,589 | $2,471+4.8% | $5,198-50.2% | $3,514-26.3% |
| Admin fee / account holder | $233 | $472-50.6% | $13,955-98.3% | $847-72.5% |