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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 | $5,536 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,789 | $59,467-88.6% | $93,727-92.8% | $74,478-90.9% |
| Participation rate | 81.0% | 59.6%+21.4pp | 68.7%+12.3pp | 67.2%+13.8pp |
| Annual return | 10.97% | 82.14%-71.2pp | 133.83%-122.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,417 | $3,052-53.6% | $4,417-67.9% | $4,350-67.4% |
| Admin fee / account holder | $72 | $3,028-97.6% | $8,292-99.1% | $1,946-96.3% |