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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,914 | $52,678+28.9% | $75,784-10.4% | $59,633+13.9% |
| Participation rate | 46.9% | 67.2%-20.4pp | 75.8%-28.9pp | 68.7%-21.8pp |
| Annual return | 3.57% | 2.95%+0.6pp | 9.68%-6.1pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $880 | $2,193-59.9% | $3,323-73.5% | $2,203-60.0% |
| Participant deferral / active EE | $2,577 | $2,591-0.5% | $3,652-29.4% | $3,192-19.2% |
| Admin fee / account holder | $714 | $3,610-80.2% | $5,300-86.5% | $4,297-83.4% |