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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,088 |
Participant contribution per participant 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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,615 | $51,466-93.0% | $78,778-95.4% | $62,293-94.2% |
| Participation rate | 93.7% | 59.8%+33.9pp | 69.2%+24.5pp | 69.5%+24.2pp |
| Annual return | 18.72% | 19.96%-1.2pp | 35.62%-16.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $313 | $827-62.2% | $1,986-84.3% | $2,042-84.7% |
| Participant deferral / active EE | $637 | $2,147-70.3% | $2,958-78.5% | $3,169-79.9% |
| Admin fee / account holder | $25 | $489-94.9% | $5,134-99.5% | $479-94.8% |