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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,683 |
CAPE INVESTMENT ADVISORY INC3 years Service code 15 · EIN 26-1775149 1600 PENNSYLVANIA AVE · MCDONOUGH, GA 30253 | Recordkeeping | $5,222 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,568 | $93,617-88.7% | $135,982-92.2% | $75,177-85.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 15.38% | 30.89%-15.5pp | 68.32%-52.9pp | 160.75%-145.4pp |
| Employer contribution / active EE | $396 | $3,538-88.8% | $4,859-91.8% | $2,671-85.2% |
| Participant deferral / active EE | $1,487 | $6,406-76.8% | $7,760-80.8% | $4,126-64.0% |
| Admin fee / account holder | $130 | $6,980-98.1% | $10,767-98.8% | $5,651-97.7% |