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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,462 |
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL, LLC Service code 26 · EIN 27-1124147 PO BOX 2208 · WACO, TX 76701 | Advisory (Participants) | $11,851 |
GOLDMAN SACHS2 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 26 · EIN 27-1124147 9635 MAROON CIRCLE #440 · ENGLEWOOD, CO 80112 | Advisory (Participants) | $8,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,378 | $100,923-28.3% | $150,045-51.8% | $74,304-2.6% |
| Participation rate | 70.2% | 70.1%+0.1pp | 82.3%-12.1pp | 60.3%+9.9pp |
| Annual return | 13.63% | 51.77%-38.1pp | 62.55%-48.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,027 | $3,463-41.5% | $4,693-56.8% | $2,241-9.6% |
| Participant deferral / active EE | $4,365 | $6,709-34.9% | $7,997-45.4% | $3,767+15.9% |
| Admin fee / account holder | $363 | $2,767-86.9% | $13,435-97.3% | $2,969-87.8% |