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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 | $11,510 |
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 | $2,696 | $50,919-94.7% | $155,556-98.3% | $77,762-96.5% |
| Participation rate | 87.9% | 63.1%+24.8pp | 78.2%+9.7pp | 70.6%+17.3pp |
| Annual return | 15.36% | 34.84%-19.5pp | 64.84%-49.5pp | 31.27%-15.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,688 | $2,824-40.2% | $5,631-70.0% | $4,651-63.7% |
| Admin fee / account holder | $35 | $437-91.9% | $15,885-99.8% | $433-91.9% |