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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 | Recordkeeping | $11,910 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 25 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Directed Trustee | $443 |
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 | $3,234 | $73,459-95.6% | $178,528-98.2% | $74,429-95.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.37% | 17.50%-3.1pp | 27.11%-12.7pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,777 | $4,515-16.3% | $6,278-39.8% | $4,348-13.1% |
| Admin fee / account holder | $25 | $1,812-98.6% | $10,419-99.8% | $1,944-98.7% |