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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $12,496 |
PAYCHEX, INC.5+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,644 | $38,365-46.2% | $84,628-75.6% | $65,185-68.3% |
| Participation rate | 86.5% | 55.7%+30.9pp | 68.2%+18.3pp | 70.2%+16.3pp |
| Annual return | 19.16% | 32.00%-12.8pp | 258.80%-239.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $869 | $1,258-31.0% | $2,653-67.3% | $2,177-60.1% |
| Participant deferral / active EE | $1,449 | $2,278-36.4% | $3,900-62.9% | $3,514-58.8% |
| Admin fee / account holder | $128 | $451-71.6% | $4,914-97.4% | $847-84.9% |