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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,559 |
EXCEL WEALTH MANAGEMENT, LLC2 years Service code 26 · EIN 81-2780637 935 MAIN ST. · MANCHESTER, CT 06040 | Advisory (Participants) | $11,071 |
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 | $18,510 | $45,123-59.0% | $85,240-78.3% | $74,478-75.1% |
| Participation rate | 94.7% | 49.4%+45.3pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 16.59% | 26.32%-9.7pp | 66.75%-50.2pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $2,690 | $1,459+84.4% | $2,735-1.6% | $2,626+2.4% |
| Participant deferral / active EE | $5,092 | $2,736+86.1% | $4,527+12.5% | $4,350+17.0% |
| Admin fee / account holder | $186 | $2,215-91.6% | $6,165-97.0% | $1,946-90.4% |