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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 | $8,559 |
Filed as: GREAT-WEST LIFE & ANNUITY INSU Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,588 |
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.
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,439 | $62,132-12.4% | $185,823-70.7% | $73,488-25.9% |
| Participation rate | 44.5% | 67.8%-23.3pp | 78.0%-33.5pp | 70.7%-26.2pp |
| Annual return | 9.49% | 20.44%-10.9pp | 35.95%-26.5pp | 28.51%-19.0pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,719 | $3,711-53.7% | $5,632-69.5% | $3,740-54.0% |
| Admin fee / account holder | $312 | $419-25.4% | $9,500-96.7% | $513-39.1% |