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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 | $18,772 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,928 | $101,591-70.5% | $147,096-79.7% | $74,429-59.8% |
| Participation rate | 97.9% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 12.05% | 8746.45%-8734.4pp | 419.75%-407.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $1,642 | $3,813-56.9% | $4,936-66.7% | $2,625-37.4% |
| Participant deferral / active EE | $4,481 | $7,302-38.6% | $8,071-44.5% | $4,348+3.1% |
| Admin fee / account holder | $110 | $1,750-93.7% | $13,005-99.2% | $1,944-94.3% |