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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 | $13,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,716 | $42,548+16.8% | $74,551-33.3% | $56,289-11.7% |
| Participation rate | 66.9% | 60.5%+6.4pp | 69.1%-2.2pp | 69.9%-2.9pp |
| Annual return | 24.46% | 12.40%+12.1pp | 32.53%-8.1pp | -9.96%+34.4pp |
| Employer contribution / active EE | $452 | $855-47.1% | $1,961-76.9% | $2,111-78.6% |
| Participant deferral / active EE | $3,801 | $2,277+66.9% | $3,108+22.3% | $3,350+13.5% |
| Admin fee / account holder | $247 | $467-47.1% | $5,059-95.1% | $521-52.5% |