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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 | $18,025 |
Service code 27 | Advisory (Plan) | $15,270 |
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,623 | $180,978-81.4% | $147,117-77.1% | - |
| Participation rate | 96.0% | 77.3%+18.7pp | 82.2%+13.8pp | - |
| Annual return | 13.67% | 12.24%+1.4pp | 420.54%-406.9pp | - |
| Employer contribution / active EE | $2,116 | $3,338-36.6% | $4,932-57.1% | - |
| Participant deferral / active EE | $5,786 | $6,936-16.6% | $8,065-28.3% | - |
| Admin fee / account holder | $134 | $27,876-99.5% | $12,993-99.0% | - |