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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $14,073 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,522 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,902 | $69,383-62.7% | $101,271-74.4% | $73,493-64.8% |
| Participation rate | 85.4% | 68.4%+17.0pp | 75.8%+9.6pp | 70.7%+14.7pp |
| Annual return | 12.99% | 18.46%-5.5pp | 46.48%-33.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,164 | $2,628-55.7% | $3,660-68.2% | $2,270-48.7% |
| Participant deferral / active EE | $1,034 | $3,301-68.7% | $4,371-76.3% | $3,740-72.3% |
| Admin fee / account holder | $92 | $704-87.0% | $5,948-98.5% | $513-82.1% |