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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 | $10,013 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,808 | $101,499-78.5% | $147,005-85.2% | $74,546-70.7% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 13.78% | 8732.34%-8718.6pp | 418.76%-405.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,980 | $3,811-48.1% | $4,934-59.9% | $2,624-24.6% |
| Participant deferral / active EE | $4,910 | $7,304-32.8% | $8,070-39.2% | $4,347+12.9% |
| Admin fee / account holder | $172 | $1,748-90.2% | $13,006-98.7% | $1,944-91.2% |