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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,165 | $161,470-88.1% | $121,220-84.2% | - |
| Participation rate | 63.1% | 52.1%+11.0pp | 71.8%-8.7pp | - |
| Annual return | -5.66% | -4.08%-1.6pp | 16.94%-22.6pp | - |
| Employer contribution / active EE | $1,013 | $1,032-1.8% | $4,023-74.8% | - |
| Participant deferral / active EE | $2,334 | $1,577+48.0% | $3,345-30.2% | - |
| Admin fee / account holder | $27 | $10,656-99.7% | $5,021-99.5% | - |