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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $10,348 |
PAYCHEX, INC.2 years Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL · ROCHESTER, NY 14625 | Recordkeeping | $7,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,754 | $57,610-79.6% | $154,803-92.4% | $102,872-88.6% |
| Participation rate | 17.2% | 59.5%-42.3pp | 78.1%-60.9pp | 73.0%-55.9pp |
| Annual return | 12.03% | 30.49%-18.5pp | 58.88%-46.9pp | 19.06%-7.0pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $484 | $2,914-83.4% | $5,540-91.3% | $5,535-91.3% |
| Admin fee / account holder | $29 | $368-92.1% | $14,329-99.8% | $292-90.0% |