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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 | $17,546 |
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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,738 | $80,724-85.5% | $103,333-88.6% | $74,495-84.2% |
| Participation rate | 93.6% | 65.7%+27.9pp | 74.5%+19.1pp | 67.2%+26.4pp |
| Annual return | 13.72% | 27.56%-13.8pp | 24.88%-11.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $859 | $3,157-72.8% | $3,868-77.8% | $2,623-67.2% |
| Participant deferral / active EE | $2,631 | $3,860-31.8% | $5,057-48.0% | $4,346-39.5% |
| Admin fee / account holder | $104 | $2,368-95.6% | $8,355-98.8% | $1,942-94.7% |