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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 | $101,672-78.6% | $147,117-85.2% | $74,478-70.7% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 13.78% | 8757.83%-8744.0pp | 420.54%-406.8pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,980 | $3,813-48.1% | $4,932-59.9% | $2,626-24.6% |
| Participant deferral / active EE | $4,910 | $7,305-32.8% | $8,065-39.1% | $4,350+12.9% |
| Admin fee / account holder | $172 | $1,753-90.2% | $12,993-98.7% | $1,946-91.2% |