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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 | $8,622 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,222 | $102,422-93.9% | $147,117-95.8% | $80,959-92.3% |
| Participation rate | 87.3% | 75.9%+11.5pp | 82.2%+5.2pp | 67.7%+19.7pp |
| Annual return | 9.95% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,244 | $3,717-39.6% | $4,932-54.5% | $2,757-18.6% |
| Participant deferral / active EE | $3,352 | $6,652-49.6% | $8,065-58.4% | $4,300-22.0% |
| Admin fee / account holder | $93 | $7,953-98.8% | $12,993-99.3% | $6,925-98.7% |