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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,972 |
Service code 15 24 W. 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $16,878 |
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 | $42,079 | $41,150+2.3% | $80,627-47.8% | $71,511-41.2% |
| Participation rate | 92.4% | 50.3%+42.1pp | 67.0%+25.4pp | 67.9%+24.5pp |
| Annual return | 13.41% | 38.48%-25.1pp | 936.76%-923.4pp | 28.86%-15.4pp |
| Employer contribution / active EE | $2,522 | $1,515+66.4% | $2,723-7.4% | $2,589-2.6% |
| Participant deferral / active EE | $2,366 | $2,701-12.4% | $4,443-46.8% | $4,291-44.9% |
| Admin fee / account holder | $218 | $1,841-88.2% | $5,381-95.9% | $1,588-86.3% |