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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,882 | $101,539-54.8% | $147,041-68.8% | $74,400-38.3% |
| Participation rate | 69.4% | 75.5%-6.1pp | 82.2%-12.7pp | 67.2%+2.2pp |
| Annual return | 15.50% | 8740.84%-8725.3pp | 419.21%-403.7pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,744 | $7,304-35.0% | $8,071-41.2% | $4,348+9.1% |
| Admin fee / account holder | $67 | $1,749-96.1% | $13,006-99.5% | $1,944-96.5% |