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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 | $5,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,669 | $40,435-95.9% | $80,627-97.9% | $74,460-97.8% |
| Participation rate | 62.9% | 47.4%+15.5pp | 67.0%-4.1pp | 70.7%-7.9pp |
| Annual return | 24.93% | 165.19%-140.3pp | 936.76%-911.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $376 | $1,498-74.9% | $2,723-86.2% | $2,638-85.7% |
| Participant deferral / active EE | $582 | $2,673-78.2% | $4,443-86.9% | $4,530-87.1% |
| Admin fee / account holder | $21 | $721-97.1% | $5,381-99.6% | $348-93.9% |