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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $10,246 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,404 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,049 | $34,934-68.4% | $56,411-80.4% | $74,495-85.2% |
| Participation rate | 91.4% | 32.8%+58.6pp | 52.5%+38.9pp | 67.2%+24.2pp |
| Annual return | 10.06% | 25.94%-15.9pp | 1701.33%-1691.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $827 | $609+35.7% | $1,039-20.4% | $2,623-68.5% |
| Participant deferral / active EE | $1,649 | $1,170+40.9% | $1,952-15.5% | $4,346-62.1% |
| Admin fee / account holder | $75 | $2,364-96.8% | $2,829-97.3% | $1,942-96.1% |