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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $8,323 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,409 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,380 | $89,652-84.0% | $141,191-89.8% | $65,185-77.9% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.5%+1.7pp | 70.2%+13.9pp |
| Annual return | 27.16% | 32.79%-5.6pp | 71.41%-44.2pp | 29.38%-2.2pp |
| Employer contribution / active EE | $996 | $3,065-67.5% | $4,736-79.0% | $2,177-54.2% |
| Participant deferral / active EE | $1,934 | $5,691-66.0% | $6,710-71.2% | $3,514-45.0% |
| Admin fee / account holder | $65 | $569-88.6% | $10,264-99.4% | $847-92.4% |