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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,205 |
Participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,627 | $89,367-81.4% | $141,191-88.2% | $72,975-77.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 23.00% | 111.87%-88.9pp | 71.41%-48.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $2,611 | $3,115-16.2% | $4,736-44.9% | $2,440+7.0% |
| Participant deferral / active EE | $2,265 | $5,419-58.2% | $6,710-66.2% | $3,608-37.2% |
| Admin fee / account holder | $164 | $5,957-97.3% | $10,264-98.4% | $5,124-96.8% |