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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $1,981 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,365 | $54,320+7.4% | $67,652-13.7% | $52,331+11.5% |
| Participation rate | 91.3% | 73.6%+17.7pp | 75.7%+15.6pp | 68.1%+23.2pp |
| Annual return | 1.66% | 6.81%-5.1pp | 6625.40%-6623.7pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,955 | $1,544+91.4% | $2,266+30.4% | $1,882+57.0% |
| Participant deferral / active EE | $3,208 | $2,950+8.7% | $3,560-9.9% | $3,022+6.1% |
| Admin fee / account holder | $18 | $527-96.5% | $4,821-99.6% | $592-96.9% |