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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $5,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $13,552 | $99,957-86.4% | $149,745-91.0% | $73,497-81.6% |
| Participation rate | 89.6% | 75.7%+13.9pp | 82.5%+7.1pp | 70.7%+18.9pp |
| Annual return | 15.77% | 53.87%-38.1pp | 276.72%-261.0pp | 28.51%-12.7pp |
| Employer contribution / active EE | $566 | $3,191-82.3% | $4,646-87.8% | $2,270-75.1% |
| Participant deferral / active EE | $3,730 | $6,073-38.6% | $6,843-45.5% | $3,740-0.3% |
| Admin fee / account holder | $92 | $551-83.3% | $9,312-99.0% | $513-82.1% |