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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 | Recordkeeping | $6,901 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,220 | $82,978-84.1% | $129,995-89.8% | $71,457-81.5% |
| Participation rate | 98.4% | 74.1%+24.3pp | 78.5%+19.9pp | 67.9%+30.5pp |
| Annual return | 23.34% | 20.60%+2.7pp | -137.18%+160.5pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,237 | $2,622-52.8% | $4,320-71.4% | $2,588-52.2% |
| Participant deferral / active EE | $3,653 | $4,432-17.6% | $5,820-37.2% | $4,289-14.8% |
| Admin fee / account holder | $58 | $1,729-96.6% | $10,614-99.5% | $1,587-96.3% |