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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP3 years Filed as: APRIO WEALTH MANAGEMENT Service code 26 · EIN 05-8248434 FIVE CONCOURSE PKWY SUITE 1000 · ATLANTA, GA 30328 | Advisory (Participants) | $16,457 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,843 |
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.
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 | $34,478 | $88,186-60.9% | $165,071-79.1% | $74,459-53.7% |
| Participation rate | 47.3% | 73.1%-25.8pp | 78.6%-31.3pp | 67.2%-19.9pp |
| Annual return | 12.27% | 17.13%-4.9pp | 70.17%-57.9pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $1,031 | $2,600-60.3% | $4,347-76.3% | $2,626-60.7% |
| Participant deferral / active EE | $1,851 | $4,505-58.9% | $6,035-69.3% | $4,350-57.4% |
| Admin fee / account holder | $227 | $2,234-89.8% | $12,695-98.2% | $1,945-88.3% |