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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,136 | $82,678-21.2% | $125,391-48.1% | $68,490-4.9% |
| Participation rate | 80.9% | 75.1%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.14% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $4,203 | $3,382+24.3% | $4,816-12.7% | $2,597+61.9% |
| Participant deferral / active EE | $10,582 | $6,111+73.2% | $7,448+42.1% | $4,028+162.7% |
| Admin fee / account holder | $257 | $6,277-95.9% | $10,009-97.4% | $5,403-95.3% |