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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,575 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,374 | $75,183-83.5% | $123,894-90.0% | $55,167-77.6% |
| Participation rate | 91.9% | 72.8%+19.0pp | 81.4%+10.4pp | 69.0%+22.9pp |
| Annual return | 7.06% | 19.01%-11.9pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,007 | $2,823-28.9% | $4,617-56.5% | $1,963+2.2% |
| Participant deferral / active EE | $4,375 | $5,084-14.0% | $5,984-26.9% | $3,054+43.2% |
| Admin fee / account holder | $39 | $663-94.2% | $8,357-99.5% | $504-92.3% |