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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 24 W. 40TH STREET · NEW YORK, NY 10018 | Advisory (Participants) | $21,767 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,885 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,477 | $45,123+7.4% | $85,240-43.1% | $74,478-34.9% |
| Participation rate | 93.6% | 49.4%+44.2pp | 67.5%+26.1pp | 67.2%+26.4pp |
| Annual return | 10.82% | 26.32%-15.5pp | 66.75%-55.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,098 | $1,459-24.8% | $2,735-59.9% | $2,626-58.2% |
| Participant deferral / active EE | $2,801 | $2,736+2.4% | $4,527-38.1% | $4,350-35.6% |
| Admin fee / account holder | $237 | $2,215-89.3% | $6,165-96.2% | $1,946-87.8% |