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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 | $73,532-95.6% | $178,540-98.2% | $74,459-95.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.37% | 17.51%-3.1pp | 27.15%-12.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,777 | $4,519-16.4% | $6,281-39.9% | $4,350-13.2% |
| Admin fee / account holder | $25 | $1,813-98.6% | $10,424-99.8% | $1,945-98.7% |