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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 | $7,057 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $4,168 | $84,487-95.1% | $125,339-96.7% | $66,914-93.8% |
| Participation rate | 80.5% | 76.4%+4.1pp | 82.4%-1.9pp | 69.8%+10.7pp |
| Annual return | 6.80% | -8.39%+15.2pp | 572.05%-565.3pp | 1.58%+5.2pp |
| Employer contribution / active EE | $562 | $3,553-84.2% | $4,814-88.3% | $2,544-77.9% |
| Participant deferral / active EE | $1,293 | $6,781-80.9% | $7,446-82.6% | $4,237-69.5% |
| Admin fee / account holder | $74 | $685-89.3% | $10,010-99.3% | $593-87.6% |