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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,776 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $5,385 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,169 | $79,184-88.4% | $102,438-91.0% | $74,546-87.7% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 15.02% | 54.95%-39.9pp | 29.37%-14.4pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $2,600 | $2,362+10.1% | $3,024-14.0% | $2,624-0.9% |
| Participant deferral / active EE | $3,033 | $4,414-31.3% | $5,054-40.0% | $4,347-30.2% |
| Admin fee / account holder | $88 | $2,001-95.6% | $9,448-99.1% | $1,944-95.5% |