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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 | $10,601 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,264 | $84,493-80.8% | $125,381-87.0% | $66,938-75.7% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -6.70% | -8.49%+1.8pp | 572.31%-579.0pp | 1.58%-8.3pp |
| Employer contribution / active EE | $2,733 | $3,554-23.1% | $4,815-43.3% | $2,545+7.4% |
| Participant deferral / active EE | $5,823 | $6,783-14.2% | $7,448-21.8% | $4,238+37.4% |
| Admin fee / account holder | $72 | $685-89.5% | $10,007-99.3% | $594-87.8% |