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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $2,654 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,841 | $44,229-75.5% | $155,789-93.0% | $55,191-80.4% |
| Participation rate | 74.4% | 60.8%+13.6pp | 76.1%-1.7pp | 69.2%+5.3pp |
| Annual return | 0.98% | 0.37%+0.6pp | 71.54%-70.6pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,839-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,677 | $2,851-41.2% | $4,798-65.0% | $3,046-44.9% |
| Admin fee / account holder | $8 | $86-90.9% | $7,477-99.9% | $91-91.3% |