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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,699 |
Annual investment return 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.
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 | $10,910 | $60,165-81.9% | $74,184-85.3% | $55,167-80.2% |
| Participation rate | 88.1% | 74.2%+13.9pp | 76.6%+11.5pp | 69.0%+19.1pp |
| Annual return | 5.21% | 10.00%-4.8pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $941 | $1,600-41.2% | $2,370-60.3% | $1,963-52.0% |
| Participant deferral / active EE | $1,744 | $2,973-41.3% | $3,550-50.9% | $3,054-42.9% |
| Admin fee / account holder | $24 | $419-94.4% | $5,586-99.6% | $504-95.3% |