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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,574 |
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.
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 | $33,484 | $86,692-61.4% | $119,634-72.0% | $66,949-50.0% |
| Participation rate | 42.6% | 75.6%-33.0pp | 79.3%-36.6pp | 69.8%-27.2pp |
| Annual return | -7.92% | -8.00%+0.1pp | -14.98%+7.1pp | 1.57%-9.5pp |
| Employer contribution / active EE | $1,234 | $2,536-51.3% | $4,232-70.8% | $2,545-51.5% |
| Participant deferral / active EE | $2,824 | $4,360-35.2% | $5,601-49.6% | $4,239-33.4% |
| Admin fee / account holder | $68 | $755-90.9% | $10,329-99.3% | $594-88.5% |