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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $13,076 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,923 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,091 | $88,203-82.9% | $165,100-90.9% | $74,478-79.7% |
| Participation rate | 96.5% | 73.1%+23.3pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 14.10% | 17.13%-3.0pp | 70.21%-56.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,827 | $2,601-29.7% | $4,348-58.0% | $2,626-30.4% |
| Participant deferral / active EE | $2,114 | $4,505-53.1% | $6,035-65.0% | $4,350-51.4% |
| Admin fee / account holder | $134 | $2,235-94.0% | $12,696-98.9% | $1,946-93.1% |