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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $9,513 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CWM, LLC Service code 13 · EIN 95-3845382 13321 CALIFORNIA STREET · OMAHA, NE 68154 | Contract Administrator | $7,392 |
PAYCHEX, INC.3 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,003 | $64,138-78.2% | $112,258-87.5% | $66,930-79.1% |
| Participation rate | 55.4% | 68.5%-13.1pp | 75.1%-19.7pp | 69.8%-14.4pp |
| Annual return | -19.58% | -13.81%-5.8pp | 27.47%-47.0pp | 1.57%-21.2pp |
| Employer contribution / active EE | $1,225 | $3,006-59.3% | $3,636-66.3% | $2,545-51.9% |
| Participant deferral / active EE | $2,496 | $3,694-32.4% | $4,728-47.2% | $4,238-41.1% |
| Admin fee / account holder | $207 | $625-66.9% | $6,411-96.8% | $593-65.1% |