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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $722 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,715 | $50,464-64.9% | $75,784-76.6% | $52,331-66.1% |
| Participation rate | 75.3% | 66.8%+8.5pp | 75.8%-0.5pp | 68.1%+7.2pp |
| Annual return | -0.45% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,724 | $1,988-13.3% | $3,323-48.1% | $1,882-8.4% |
| Participant deferral / active EE | $610 | $2,570-76.3% | $3,652-83.3% | $3,022-79.8% |
| Admin fee / account holder | $5 | $1,103-99.5% | $5,300-99.9% | $592-99.1% |