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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $9,292 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $5,952 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,772 | $37,393-79.2% | $77,024-89.9% | $66,914-88.4% |
| Participation rate | 81.9% | 52.9%+29.1pp | 67.9%+14.0pp | 69.8%+12.1pp |
| Annual return | -25.86% | -3.29%-22.6pp | 42.32%-68.2pp | 1.58%-27.4pp |
| Employer contribution / active EE | $1,861 | $1,531+21.5% | $2,812-33.8% | $2,544-26.9% |
| Participant deferral / active EE | $3,676 | $2,617+40.5% | $4,426-17.0% | $4,237-13.2% |
| Admin fee / account holder | $85 | $567-85.0% | $5,425-98.4% | $593-85.7% |