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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 | $12,383 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,203 | $102,385-86.1% | $147,080-90.3% | $80,935-82.5% |
| Participation rate | 82.7% | 75.9%+6.8pp | 82.2%+0.5pp | 67.7%+15.0pp |
| Annual return | 12.55% | 135.09%-122.5pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,112 | $3,717-43.2% | $4,933-57.2% | $2,757-23.4% |
| Participant deferral / active EE | $2,822 | $6,651-57.6% | $8,066-65.0% | $4,299-34.4% |
| Admin fee / account holder | $190 | $7,951-97.6% | $12,989-98.5% | $6,924-97.3% |