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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 | $5,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,189 | $52,961-65.7% | $172,752-89.5% | $65,185-72.1% |
| Participation rate | 49.7% | 66.2%-16.5pp | 82.6%-32.9pp | 70.2%-20.5pp |
| Annual return | 27.76% | 30.12%-2.4pp | 802.97%-775.2pp | 29.38%-1.6pp |
| Employer contribution / active EE | $844 | $2,190-61.5% | $5,144-83.6% | $2,177-61.2% |
| Participant deferral / active EE | $1,602 | $2,471-35.2% | $5,198-69.2% | $3,514-54.4% |
| Admin fee / account holder | $90 | $472-80.9% | $13,955-99.4% | $847-89.4% |