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| Provider | Service type | Compensation |
|---|---|---|
LEVELIZED COMPENSATION ADVISOR3+ years Service code 13 | Contract Administrator | $11,192 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,801 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,708 | $80,992-80.6% | $96,534-83.7% | $75,173-79.1% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.3pp |
| Annual return | 15.43% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,606 | $2,283-29.6% | $2,965-45.8% | $2,671-39.9% |
| Participant deferral / active EE | $2,683 | $3,929-31.7% | $4,851-44.7% | $4,126-35.0% |
| Admin fee / account holder | $117 | $6,717-98.3% | $8,253-98.6% | $5,651-97.9% |