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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-4032869 115 S ELM DR APT 212 · LOS ANGELES, CA 90035 | Advisory (Participants) | $12,541 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,220 |
401K GENERATION4 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $9,125 |
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.
Employer contribution per participant 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 | $18,382 | $102,385-82.0% | $147,080-87.5% | $80,935-77.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 11.91% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.7pp |
| Employer contribution / active EE | $845 | $3,717-77.3% | $4,933-82.9% | $2,757-69.3% |
| Participant deferral / active EE | $1,660 | $6,651-75.0% | $8,066-79.4% | $4,299-61.4% |
| Admin fee / account holder | $218 | $7,951-97.3% | $12,989-98.3% | $6,924-96.9% |