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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 | $16,775 |
Service code 26 · EIN 82-1443118 4745 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Participants) | $9,667 |
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 | $45,275 | $101,653-55.5% | $147,080-69.2% | $74,459-39.2% |
| Participation rate | 84.3% | 75.6%+8.7pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 16.81% | 8754.98%-8738.2pp | 420.17%-403.4pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $3,476 | $3,813-8.8% | $4,933-29.5% | $2,626+32.4% |
| Participant deferral / active EE | $6,372 | $7,304-12.8% | $8,066-21.0% | $4,350+46.5% |
| Admin fee / account holder | $203 | $1,752-88.4% | $12,989-98.4% | $1,945-89.5% |