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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 | $6,136 |
Service code 15 4340 REDWOOD HWY B60 · SAN RAFAEL, CA 94903 | Recordkeeping | $5,018 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,587 | $52,953-17.7% | $172,739-74.8% | $65,185-33.1% |
| Participation rate | 40.8% | 66.2%-25.3pp | 82.6%-41.8pp | 70.2%-29.4pp |
| Annual return | 15.76% | 30.12%-14.4pp | 802.84%-787.1pp | 29.38%-13.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,374 | $2,471-3.9% | $5,198-54.3% | $3,514-32.4% |
| Admin fee / account holder | $187 | $472-60.4% | $13,954-98.7% | $847-77.9% |