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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 | $25,051 |
Filed as: ONEDIGITAL TOPCO LLC Service code 26 · EIN 82-1434504 200 GALLERIA PARKWAY · ATLANTA, GA 30339 | Advisory (Participants) | $10,432 |
Employer contribution per participant 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 | $25,645 | $54,517-53.0% | $75,972-66.2% | $74,495-65.6% |
| Participation rate | 87.4% | 60.3%+27.1pp | 69.1%+18.3pp | 67.2%+20.2pp |
| Annual return | 12.24% | 31.82%-19.6pp | 359.55%-347.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $38 | $1,777-97.9% | $2,685-98.6% | $2,623-98.6% |
| Participant deferral / active EE | $1,917 | $3,066-37.5% | $4,255-55.0% | $4,346-55.9% |
| Admin fee / account holder | $232 | $2,229-89.6% | $6,467-96.4% | $1,942-88.1% |