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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,280 | $64,119-29.4% | $112,228-59.7% | $66,914-32.3% |
| Participation rate | 26.1% | 68.5%-42.4pp | 75.1%-49.0pp | 69.8%-43.7pp |
| Annual return | -21.67% | -13.81%-7.9pp | 27.45%-49.1pp | 1.58%-23.2pp |
| Employer contribution / active EE | $827 | $3,005-72.5% | $3,635-77.2% | $2,544-67.5% |
| Participant deferral / active EE | $1,682 | $3,693-54.4% | $4,728-64.4% | $4,237-60.3% |
| Admin fee / account holder | $138 | $625-77.9% | $6,410-97.8% | $593-76.7% |