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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $30,414 |
401K GENERATION1 year Filed as: 401K GENERATION INC. Service code 15 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Recordkeeping | $12,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,911 | $56,095-71.6% | $178,499-91.1% | $90,274-82.4% |
| Participation rate | 25.5% | 65.6%-40.1pp | 81.9%-56.5pp | 73.4%-47.9pp |
| Annual return | 20.08% | 28.81%-8.7pp | 151.10%-131.0pp | 53.97%-33.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $707 | $2,669-73.5% | $5,202-86.4% | $4,231-83.3% |
| Admin fee / account holder | $75 | $101-25.0% | $13,986-99.5% | $114-33.8% |