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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $17,867 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,087 |
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 | $26,783 | $37,463-28.5% | $77,096-65.3% | $66,938-60.0% |
| Participation rate | 90.1% | 52.9%+37.2pp | 67.9%+22.2pp | 69.8%+20.3pp |
| Annual return | -13.99% | -3.25%-10.7pp | 42.35%-56.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,013 | $1,535-34.0% | $2,814-64.0% | $2,545-60.2% |
| Participant deferral / active EE | $2,031 | $2,621-22.5% | $4,429-54.1% | $4,238-52.1% |
| Admin fee / account holder | $160 | $568-71.8% | $5,428-97.1% | $594-73.0% |