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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $19,214 |
PAYCHEX, INC.7+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,939 | $79,694-59.9% | $96,161-66.8% | $79,393-59.8% |
| Participation rate | 82.8% | 54.0%+28.8pp | 68.4%+14.4pp | 70.7%+12.1pp |
| Annual return | 11.19% | 40.84%-29.7pp | 192.01%-180.8pp | 116.87%-105.7pp |
| Employer contribution / active EE | $2,674 | $1,443+85.2% | $2,798-4.5% | $2,428+10.1% |
| Participant deferral / active EE | $1,959 | $2,539-22.8% | $4,349-55.0% | $4,046-51.6% |
| Admin fee / account holder | $182 | $630-71.1% | $5,538-96.7% | $627-71.0% |