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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,780 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,637 | $65,434-30.3% | $98,483-53.7% | $85,847-46.8% |
| Participation rate | 76.7% | 65.0%+11.7pp | 73.3%+3.4pp | 69.3%+7.4pp |
| Annual return | 11.02% | 21.75%-10.7pp | 1494.38%-1483.4pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,968 | $2,169-9.3% | $2,961-33.5% | $2,565-23.3% |
| Participant deferral / active EE | $3,856 | $3,168+21.7% | $4,276-9.8% | $3,952-2.4% |
| Admin fee / account holder | $147 | $4,595-96.8% | $5,953-97.5% | $6,261-97.6% |