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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 | $17,684 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,110 | $91,474-92.2% | $135,982-94.8% | $71,529-90.1% |
| Participation rate | 94.6% | 75.7%+18.9pp | 81.9%+12.6pp | 67.9%+26.6pp |
| Annual return | 18.22% | 29.89%-11.7pp | 68.32%-50.1pp | 28.97%-10.8pp |
| Employer contribution / active EE | $2,394 | $3,705-35.4% | $4,859-50.7% | $2,590-7.6% |
| Participant deferral / active EE | $4,039 | $7,095-43.1% | $7,760-47.9% | $4,291-5.9% |
| Admin fee / account holder | $73 | $1,267-94.2% | $10,767-99.3% | $1,588-95.4% |