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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,020 |
Service code 15 | Recordkeeping | $9,678 |
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 | $13,063 | $83,045-84.3% | $130,045-90.0% | $71,511-81.7% |
| Participation rate | 99.3% | 74.1%+25.1pp | 78.5%+20.8pp | 67.9%+31.3pp |
| Annual return | 32.82% | 20.61%+12.2pp | -137.30%+170.1pp | 28.86%+4.0pp |
| Employer contribution / active EE | $1,651 | $2,623-37.0% | $4,321-61.8% | $2,589-36.2% |
| Participant deferral / active EE | $1,809 | $4,436-59.2% | $5,820-68.9% | $4,291-57.8% |
| Admin fee / account holder | $136 | $1,727-92.1% | $10,600-98.7% | $1,588-91.4% |