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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,196 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,610 | $79,694-98.0% | $96,171-98.3% | $79,391-98.0% |
| Participation rate | 78.5% | 54.0%+24.6pp | 68.4%+10.1pp | 70.7%+7.8pp |
| Annual return | 11.97% | 40.84%-28.9pp | 192.04%-180.1pp | 116.88%-104.9pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,799-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,039 | $2,539-59.1% | $4,350-76.1% | $4,046-74.3% |
| Admin fee / account holder | $7 | $630-98.9% | $5,538-99.9% | $627-98.9% |