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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,105 |
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 | $47,334 | $99,957-52.6% | $149,745-68.4% | $73,497-35.6% |
| Participation rate | 93.7% | 75.7%+18.0pp | 82.5%+11.2pp | 70.7%+23.0pp |
| Annual return | 22.27% | 53.87%-31.6pp | 276.72%-254.4pp | 28.51%-6.2pp |
| Employer contribution / active EE | $2,728 | $3,191-14.5% | $4,646-41.3% | $2,270+20.2% |
| Participant deferral / active EE | $7,800 | $6,073+28.4% | $6,843+14.0% | $3,740+108.6% |
| Admin fee / account holder | $100 | $551-81.9% | $9,312-98.9% | $513-80.6% |