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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,559 |
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,402 | $54,370-95.6% | $82,763-97.1% | $68,490-96.5% |
| Participation rate | 95.9% | 63.9%+31.9pp | 72.6%+23.3pp | 67.9%+28.0pp |
| Annual return | -18.70% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $911 | $3,247-71.9% | $4,395-79.3% | $4,028-77.4% |
| Admin fee / account holder | $108 | $4,398-97.5% | $5,325-98.0% | $5,403-98.0% |