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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 | $6,221 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,667 | $58,292-93.7% | $86,640-95.8% | $71,511-94.9% |
| Participation rate | 78.2% | 65.0%+13.2pp | 71.7%+6.5pp | 67.9%+10.2pp |
| Annual return | 15.25% | 21.63%-6.4pp | 592.52%-577.3pp | 28.86%-13.6pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $753 | $3,438-78.1% | $4,438-83.0% | $4,291-82.4% |
| Admin fee / account holder | $79 | $1,057-92.6% | $5,616-98.6% | $1,588-95.0% |