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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 | $88,087-82.9% | $164,866-90.8% | $74,546-79.8% |
| Participation rate | 96.5% | 73.1%+23.4pp | 78.6%+17.8pp | 67.2%+29.2pp |
| Annual return | 14.10% | 17.27%-3.2pp | 69.97%-55.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,827 | $2,595-29.6% | $4,343-57.9% | $2,624-30.4% |
| Participant deferral / active EE | $2,114 | $4,499-53.0% | $6,033-65.0% | $4,347-51.4% |
| Admin fee / account holder | $134 | $2,232-94.0% | $12,689-98.9% | $1,944-93.1% |