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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $408 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,056 | $56,197-83.9% | $67,652-86.6% | $59,633-84.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.93% | 18508.10%-18506.2pp | 6625.40%-6623.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $959 | $1,615-40.6% | $2,266-57.7% | $2,203-56.5% |
| Participant deferral / active EE | $1,316 | $2,844-53.7% | $3,560-63.0% | $3,192-58.8% |
| Admin fee / account holder | $52 | $3,958-98.7% | $4,821-98.9% | $4,297-98.8% |