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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 | $6,117 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,901 | $47,977-10.6% | $154,111-72.2% | $56,287-23.8% |
| Participation rate | 44.1% | 66.2%-22.1pp | 83.0%-38.9pp | 69.9%-25.8pp |
| Annual return | -2.44% | 3.54%-6.0pp | 735.18%-737.6pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,682 | $2,392+12.1% | $5,081-47.2% | $3,350-19.9% |
| Admin fee / account holder | $195 | $438-55.4% | $13,411-98.5% | $521-62.5% |