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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 | $13,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,945 | $52,722-50.8% | $90,440-71.3% | $73,412-64.7% |
| Participation rate | 38.1% | 67.7%-29.6pp | 72.7%-34.6pp | 72.2%-34.1pp |
| Annual return | 16.20% | 20.70%-4.5pp | 1294.38%-1278.2pp | 59.30%-43.1pp |
| Employer contribution / active EE | $668 | $1,872-64.3% | $3,263-79.5% | $2,234-70.1% |
| Participant deferral / active EE | $1,011 | $2,810-64.0% | $3,964-74.5% | $3,806-73.4% |
| Admin fee / account holder | $39 | $117-66.3% | $5,615-99.3% | $158-75.1% |