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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,538 |
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,660 | $55,437-88.0% | $155,534-95.7% | $74,459-91.1% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+12.9pp | 67.2%+23.9pp |
| Annual return | 13.51% | 269.58%-256.1pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,368 | $2,266-39.6% | $4,675-70.7% | $2,626-47.9% |
| Participant deferral / active EE | $1,914 | $2,837-32.6% | $5,630-66.0% | $4,350-56.0% |
| Admin fee / account holder | $31 | $1,742-98.2% | $15,900-99.8% | $1,945-98.4% |