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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,492 | $31,109-69.5% | $67,704-86.0% | $52,331-81.9% |
| Participation rate | 36.1% | 54.0%-17.9pp | 67.5%-31.4pp | 68.1%-32.0pp |
| Annual return | -1.80% | 23.70%-25.5pp | 25.41%-27.2pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,837 | $1,970-6.8% | $3,585-48.8% | $3,022-39.2% |
| Admin fee / account holder | $4 | $466-99.1% | $4,255-99.9% | $592-99.3% |