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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,762 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,941 | $88,324-44.6% | $115,038-57.5% | $55,191-11.3% |
| Participation rate | 30.4% | 72.5%-42.1pp | 81.4%-50.9pp | 69.2%-38.7pp |
| Annual return | 2.36% | 6.30%-3.9pp | 26.14%-23.8pp | 10.78%-8.4pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,019 | $5,042+19.4% | $6,026-0.1% | $3,046+97.6% |
| Admin fee / account holder | $12 | $105-88.4% | $8,175-99.9% | $91-86.5% |