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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,380 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,446 | $50,643-71.5% | $106,619-86.5% | $55,167-73.8% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.0%+2.7pp | 69.0%+11.7pp |
| Annual return | 0.00% | 7.02%-7.0pp | 9.42%-9.4pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,626-100.0% | $3,947-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,608 | $2,208+63.4% | $3,930-8.2% | $3,054+18.1% |
| Admin fee / account holder | $25 | $488-94.8% | $6,418-99.6% | $504-95.0% |