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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,880 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,438 | $49,915-91.1% | $154,803-97.1% | $74,304-94.0% |
| Participation rate | 80.6% | 54.0%+26.6pp | 78.1%+2.5pp | 60.3%+20.2pp |
| Annual return | 15.29% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $172 | $1,611-89.3% | $4,305-96.0% | $2,241-92.3% |
| Participant deferral / active EE | $737 | $2,255-67.3% | $5,540-86.7% | $3,767-80.4% |
| Admin fee / account holder | $59 | $2,189-97.3% | $14,329-99.6% | $2,969-98.0% |