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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 | $14,430 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,837 | $165,361-95.3% | $149,715-94.8% | $158,950-95.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.27% | 348.24%-329.0pp | 276.66%-257.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $118,126 | $5,103+2214.7% | $4,645+2443.2% | $4,762+2380.6% |
| Participant deferral / active EE | $331,584 | $7,182+4517.1% | $6,842+4746.2% | $5,983+5442.4% |
| Admin fee / account holder | $181 | $10,808-98.3% | $9,310-98.1% | $11,248-98.4% |