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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $20,796 |
Service code 15 | Recordkeeping | $19,814 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,924 | $95,542-56.1% | $69,464-39.6% | $67,579-38.0% |
| Participation rate | 70.6% | 79.4%-8.7pp | 74.6%-4.0pp | 71.3%-0.6pp |
| Annual return | 18.89% | 17.67%+1.2pp | 28.98%-10.1pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,732 | $2,989-42.0% | $2,779-37.7% | $2,148-19.3% |
| Participant deferral / active EE | $3,872 | $3,263+18.7% | $3,536+9.5% | $3,539+9.4% |
| Admin fee / account holder | $148 | $90+65.1% | $3,840-96.1% | $142+4.2% |