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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 | $9,440 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 15 TPOT-MAC H0006-08R · ST. LOUIS, MO 63103 | Recordkeeping | $6,344 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $11,927 | $165,381-92.8% | $149,730-92.0% | $158,966-92.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.41% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $157,028 | $5,104+2976.5% | $4,645+3280.4% | $4,762+3197.2% |
| Participant deferral / active EE | $210,039 | $7,182+2824.4% | $6,843+2969.6% | $5,983+3410.5% |
| Admin fee / account holder | $116 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |