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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,350 |
Annual investment return 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 | $5,216 | $56,134-90.7% | $96,161-94.6% | $85,856-93.9% |
| Participation rate | 84.8% | 56.7%+28.1pp | 68.4%+16.4pp | 69.3%+15.5pp |
| Annual return | 4.95% | 42.30%-37.4pp | 192.01%-187.1pp | 318.58%-313.6pp |
| Employer contribution / active EE | $337 | $1,620-79.2% | $2,798-88.0% | $2,565-86.9% |
| Participant deferral / active EE | $865 | $2,858-69.7% | $4,349-80.1% | $3,952-78.1% |
| Admin fee / account holder | $154 | $3,769-95.9% | $5,538-97.2% | $6,261-97.5% |