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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $706 |
Participant 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 | $3,030 | $70,002-95.7% | $115,038-97.4% | $52,331-94.2% |
| Participation rate | 77.8% | 72.1%+5.7pp | 81.4%-3.6pp | 68.1%+9.7pp |
| Annual return | -0.48% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $694 | $2,715-74.4% | $4,608-84.9% | $1,882-63.1% |
| Participant deferral / active EE | $1,137 | $4,920-76.9% | $6,026-81.1% | $3,022-62.4% |
| Admin fee / account holder | $15 | $566-97.3% | $8,175-99.8% | $592-97.4% |