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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 | $5,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,530 | $84,487-56.8% | $125,339-70.9% | $66,914-45.4% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.8pp | 69.8%+25.3pp |
| Annual return | -16.23% | -8.39%-7.8pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $866 | $3,553-75.6% | $4,814-82.0% | $2,544-66.0% |
| Participant deferral / active EE | $6,967 | $6,781+2.7% | $7,446-6.4% | $4,237+64.4% |
| Admin fee / account holder | $40 | $685-94.2% | $10,010-99.6% | $593-93.3% |