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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 | $15,206 |
FOSTER & WOOD2 years Service code 15 5 CENTERPOINTE DR, STE 400 · LAKE OSWEGO, OR 97035 | Recordkeeping | $9,893 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,645 | $62,928-94.2% | $172,753-97.9% | $67,582-94.6% |
| Participation rate | 86.7% | 64.5%+22.2pp | 82.6%+4.1pp | 71.3%+15.4pp |
| Annual return | 22.48% | 30.36%-7.9pp | 803.00%-780.5pp | 378.57%-356.1pp |
| Employer contribution / active EE | $488 | $1,636-70.2% | $5,144-90.5% | $2,148-77.3% |
| Participant deferral / active EE | $576 | $2,145-73.2% | $5,198-88.9% | $3,539-83.7% |
| Admin fee / account holder | $51 | $167-69.3% | $13,956-99.6% | $142-64.1% |