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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,209 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 ATTN MIDDLE OFFICE BALTIMORE · BALTIMORE, MD 21231 | Advisory (Participants) | $13,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,379 | $49,468-75.0% | $150,298-91.8% | $103,975-88.1% |
| Participation rate | 21.9% | 58.1%-36.2pp | 77.8%-55.9pp | 72.5%-50.6pp |
| Annual return | 24.59% | 38.98%-14.4pp | 62.79%-38.2pp | 19.41%+5.2pp |
| Employer contribution / active EE | $551 | $1,670-67.0% | $4,154-86.7% | $3,722-85.2% |
| Participant deferral / active EE | $798 | $2,650-69.9% | $5,453-85.4% | $5,343-85.1% |
| Admin fee / account holder | $92 | $385-76.2% | $14,116-99.4% | $332-72.4% |