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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,455 | $27,330-39.8% | $67,704-75.7% | $55,191-70.2% |
| Participation rate | 4.3% | 47.5%-43.3pp | 67.5%-63.3pp | 69.2%-64.9pp |
| Annual return | -1.69% | 8.81%-10.5pp | 25.41%-27.1pp | 10.78%-12.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $547 | $1,709-68.0% | $3,585-84.8% | $3,046-82.1% |
| Admin fee / account holder | $26 | $109-75.8% | $4,255-99.4% | $91-70.9% |