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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 | $10,845 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,127 | $55,423-74.5% | $155,602-90.9% | $74,400-81.0% |
| Participation rate | 68.3% | 61.9%+6.4pp | 78.2%-9.9pp | 67.2%+1.0pp |
| Annual return | 13.48% | 269.07%-255.6pp | 64.81%-51.3pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $665 | $2,266-70.6% | $4,675-85.8% | $2,624-74.6% |
| Participant deferral / active EE | $1,844 | $2,835-35.0% | $5,629-67.2% | $4,348-57.6% |
| Admin fee / account holder | $64 | $1,744-96.3% | $15,923-99.6% | $1,944-96.7% |