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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 81-2780637 935 MAIN ST · MANCHESTER, CT 06040 | Contract Administrator | $7,359 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,551 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $6,501 |
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 | $9,152 | $41,150-77.8% | $80,627-88.6% | $71,511-87.2% |
| Participation rate | 86.1% | 50.3%+35.8pp | 67.0%+19.1pp | 67.9%+18.2pp |
| Annual return | 30.28% | 38.48%-8.2pp | 936.76%-906.5pp | 28.86%+1.4pp |
| Employer contribution / active EE | $1,145 | $1,515-24.4% | $2,723-57.9% | $2,589-55.8% |
| Participant deferral / active EE | $2,882 | $2,701+6.7% | $4,443-35.1% | $4,291-32.8% |
| Admin fee / account holder | $91 | $1,841-95.1% | $5,381-98.3% | $1,588-94.3% |