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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 | $101,591-55.4% | $147,096-69.2% | $74,429-39.2% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.2%+2.1pp | 67.2%+17.1pp |
| Annual return | 16.81% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $3,476 | $3,813-8.8% | $4,936-29.6% | $2,625+32.4% |
| Participant deferral / active EE | $6,372 | $7,302-12.7% | $8,071-21.0% | $4,348+46.5% |
| Admin fee / account holder | $203 | $1,750-88.4% | $13,005-98.4% | $1,944-89.5% |