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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $11,184 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,876 | $101,539-84.4% | $147,041-89.2% | $74,400-78.7% |
| Participation rate | 69.5% | 75.5%-6.0pp | 82.2%-12.7pp | 67.2%+2.3pp |
| Annual return | 13.46% | 8740.84%-8727.4pp | 419.21%-405.7pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $1,818 | $3,811-52.3% | $4,935-63.2% | $2,624-30.7% |
| Participant deferral / active EE | $3,613 | $7,304-50.5% | $8,071-55.2% | $4,348-16.9% |
| Admin fee / account holder | $110 | $1,749-93.7% | $13,006-99.2% | $1,944-94.3% |