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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $14,681 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,237 |
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 | $25,415 | $43,133-41.1% | $89,435-71.6% | $73,497-65.4% |
| Participation rate | 82.7% | 55.0%+27.8pp | 68.0%+14.7pp | 70.7%+12.0pp |
| Annual return | 12.76% | 135.66%-122.9pp | 245.55%-232.8pp | 28.51%-15.8pp |
| Employer contribution / active EE | $849 | $1,438-41.0% | $2,587-67.2% | $2,270-62.6% |
| Participant deferral / active EE | $1,731 | $2,445-29.2% | $3,890-55.5% | $3,740-53.7% |
| Admin fee / account holder | $145 | $444-67.3% | $4,884-97.0% | $513-71.8% |