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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,904 |
Service code 26 PO BOX 29650 · PHOENIX, AZ 85038 | Advisory (Participants) | $7,527 |
Service code 27 | Advisory (Plan) | $5,443 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $16,076 | $106,230-84.9% | $147,080-89.1% | $77,736-79.3% |
| Participation rate | 76.8% | 78.4%-1.6pp | 82.2%-5.4pp | 70.6%+6.2pp |
| Annual return | 12.56% | 56.91%-44.4pp | 420.17%-407.6pp | 31.26%-18.7pp |
| Employer contribution / active EE | $1,105 | $4,072-72.9% | $4,933-77.6% | $2,728-59.5% |
| Participant deferral / active EE | $2,719 | $8,001-66.0% | $8,066-66.3% | $4,651-41.5% |
| Admin fee / account holder | $119 | $338-64.7% | $12,989-99.1% | $433-72.4% |