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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,629 |
Employer contribution per participant 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 | $27,946 | $78,423-64.4% | $95,964-70.9% | $79,856-65.0% |
| Participation rate | 80.2% | 73.5%+6.7pp | 77.1%+3.1pp | 69.6%+10.6pp |
| Annual return | 13.44% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $305 | $1,945-84.3% | $2,541-88.0% | $2,471-87.7% |
| Participant deferral / active EE | $1,607 | $3,440-53.3% | $4,167-61.4% | $3,741-57.0% |
| Admin fee / account holder | $133 | $5,622-97.6% | $6,797-98.0% | $5,306-97.5% |