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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,814 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 15 85 BROAD STREET, 24TH FLOOR · NEW YORK, NY 10004 | Recordkeeping | $6,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,668 | $41,617-62.4% | $84,623-81.5% | $77,775-79.9% |
| Participation rate | 7.7% | 45.0%-37.3pp | 68.2%-60.5pp | 73.2%-65.5pp |
| Annual return | 20.17% | 24.97%-4.8pp | 258.77%-238.6pp | 32.58%-12.4pp |
| Employer contribution / active EE | $117 | $1,061-89.0% | $2,652-95.6% | $2,504-95.3% |
| Participant deferral / active EE | $167 | $2,129-92.2% | $3,899-95.7% | $3,966-95.8% |
| Admin fee / account holder | $130 | $121+7.7% | $4,913-97.3% | $100+30.3% |