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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $11,623 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,708 |
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 | $30,842 | $82,678-62.7% | $125,391-75.4% | $68,490-55.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.41%-590.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,517 | $3,382-25.6% | $4,816-47.7% | $2,597-3.1% |
| Participant deferral / active EE | $6,852 | $6,111+12.1% | $7,448-8.0% | $4,028+70.1% |
| Admin fee / account holder | $119 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |