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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 | $6,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,133 | $93,182-65.5% | $146,643-78.1% | $79,391-59.5% |
| Participation rate | 45.5% | 76.4%-31.0pp | 80.1%-34.6pp | 70.7%-25.3pp |
| Annual return | 15.99% | 21.61%-5.6pp | 22.75%-6.8pp | 116.88%-100.9pp |
| Employer contribution / active EE | $1,157 | $2,420-52.2% | $4,137-72.0% | $2,428-52.4% |
| Participant deferral / active EE | $2,882 | $4,169-30.9% | $5,506-47.7% | $4,046-28.8% |
| Admin fee / account holder | $65 | $585-89.0% | $10,280-99.4% | $627-89.7% |