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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 | $10,043 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,534 | $89,652-78.2% | $141,162-86.2% | $65,185-70.0% |
| Participation rate | 72.6% | 74.7%-2.1pp | 82.5%-9.8pp | 70.2%+2.4pp |
| Annual return | 27.18% | 32.79%-5.6pp | 71.39%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $1,981 | $3,065-35.3% | $4,735-58.2% | $2,177-9.0% |
| Participant deferral / active EE | $5,335 | $5,691-6.3% | $6,709-20.5% | $3,514+51.8% |
| Admin fee / account holder | $60 | $569-89.4% | $10,261-99.4% | $847-92.9% |