Filed June 27, 2025
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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 | $19,074 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Participants) | $11,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,126 | $88,137-37.5% | $164,975-66.6% | $74,429-25.9% |
| Participation rate | 51.1% | 73.1%-22.0pp | 78.6%-27.5pp | 67.2%-16.1pp |
| Annual return | 15.40% | 17.13%-1.7pp | 70.12%-54.7pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,448 | $2,597-44.2% | $4,343-66.7% | $2,625-44.8% |
| Participant deferral / active EE | $3,146 | $4,501-30.1% | $6,033-47.9% | $4,348-27.6% |
| Admin fee / account holder | $281 | $2,231-87.4% | $12,688-97.8% | $1,944-85.5% |