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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,816 |
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 | $5,550 | $47,105-88.2% | $68,368-91.9% | $67,986-91.8% |
| Participation rate | 96.5% | 51.8%+44.7pp | 73.8%+22.8pp | 57.2%+39.3pp |
| Annual return | 18.07% | 48.37%-30.3pp | 292.57%-274.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $760 | $1,859-59.1% | $2,649-71.3% | $2,019-62.4% |
| Participant deferral / active EE | $1,798 | $2,374-24.3% | $4,123-56.4% | $3,358-46.4% |
| Admin fee / account holder | $39 | $2,435-98.4% | $5,150-99.2% | $3,203-98.8% |