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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,445 |
Service code 26 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $7,136 |
Employer contribution per participant 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 | $3,422 | $46,464-92.6% | $150,298-97.7% | $79,634-95.7% |
| Participation rate | 86.1% | 57.0%+29.1pp | 77.8%+8.3pp | 62.5%+23.6pp |
| Annual return | 13.16% | 27.89%-14.7pp | 62.79%-49.6pp | 36.46%-23.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,884 | $2,157-12.6% | $5,453-65.4% | $3,835-50.9% |
| Admin fee / account holder | $53 | $891-94.0% | $14,116-99.6% | $1,002-94.7% |