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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $9,671 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,574 | $29,525-91.3% | $56,033-95.4% | $77,736-96.7% |
| Participation rate | 65.5% | 32.7%+32.8pp | 52.5%+13.0pp | 70.6%-5.1pp |
| Annual return | 6.28% | 18.90%-12.6pp | 1711.38%-1705.1pp | 31.26%-25.0pp |
| Employer contribution / active EE | $143 | $569-74.8% | $1,041-86.2% | $2,728-94.7% |
| Participant deferral / active EE | $899 | $1,062-15.3% | $1,954-54.0% | $4,651-80.7% |
| Admin fee / account holder | $19 | $1,040-98.1% | $2,827-99.3% | $433-95.5% |